Client Services Officer

Responsibilities

  1. Provide prompt, accurate and high-quality service to HNW clients;

  2. Perform client onboarding process and new account opening;

  3. Record and update customer data and other relevant information;

  4. Coordinate with internal departments, and external parties when necessary;

  5. Assist in ad-hoc projects as assigned.

Requirements

  1. University graduate, preferably in business or related disciplines;

  2. SFC type 1 license holder;

  3. 1-2 years relevant experience in customer service, exposure in Financial industry is a plus;

  4. Good command in written and spoken English, Mandarin and Cantonese;

  5. A good team player with excellent interpersonal skill and proactive attitude;

  6. Detail-minded, well-organized with a strong sense of responsibility;

  7. Proficient in MS Word, Excel, PowerPoint, and Chinese Word Processing.


Information :

  • Company : Goldhorse Securities Limited
  • Position : Client Services Officer
  • Location : Sheung Wan, Hong Kong Island
  • Country : HK

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Post Date : 2025-09-02 | Expired Date : 2025-10-02