Senior Officer/Assistant Manager - Private Wealth Management

We are always looking for talented professionals to join us in the path towards success.

Job Responsibilities

• Handle customer’s enquiry and complaint through phone, email or live chat etc.
• Formulate and review client notice and working procedure.
• Conduct monitoring and training to uplift service quality.
• Drive process improvement and manage customer service related projects.
• Handle ad-hoc projects or tasks assigned by supervisor.

Job Specification

• At least 3 years relevant working experience.
• University or above is required, in Finance or Economics is preferred.
• Possess SFC type 1 & 2 licenses.
• Energetic, adaptive to change, strong communication, analytical and problem solving skills.
• Responsible, self-motivated, independent and attention to detail.
• Proficiency in using the Microsoft Excel, PowerPoint and Word.
• Proficiency in written and spoken English and Chinese with fluency in Mandarin.
• Familiar with SFO, Codes and other compliant / regulatory requirements is a plus.