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Banking & Financial Services

Client Servicing Officer - China Market

Job details

Location: Hong Kong
Job Type: Permanent
Discipline:
Reference: CSO-CM/AY270324
Posted: 25 days ago

Job description

​Our client is a prestigious firm with strong presence in investment banking and private wealth management. They are actively seeking a skilled and experienced professional to join their Client Servicing team.

Responsibilities

  • Provide effective account management to Sales Team with a focus on China Market. 

  • Assist clients with account opening and ensure strict compliance with company standards and AML regulations.

  • Handle daily transaction processing, promptly address client inquiries, and proficiently manage investigations to enhance overall client satisfaction.

  • Collaborate closely with the sales team to identify and capitalize on business opportunities, contributing to the development of robust sales channels and structures.

  • Identify areas for service and system enhancements, proactively recommend and implement improvements to optimize operational efficiency.

Requirements

  • Education background in Business, Finance, Economics, or a related discipline.

  • 3-5 years in client services, sales support, operations, or customer service roles within the financial industry.

  • Fluent proficiency in both written and spoken Chinese and English languages.

  • Knowledge of equities, stock options, and futures market is preferred.

If you are interested in finding out more about this career opportunity, please email your resume to Andy Yip, andy.yip@charterhouse.com.hk Web: www.charterhouse.com.hk

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