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.