- Client Services: Deliver outstanding client services by promptly addressing client inquiries and providing accurate information regarding KYC requirements and account opening procedures. Offer support and guidance throughout the client onboarding process.
- Service Quality Maintenance: Collaborate closely with the team head to uphold and enhance the company's service quality. Implement strategies to improve client satisfaction and ensure compliance with regulatory guidelines.
- Document Management: Obtain and verify all necessary documents to facilitate smooth client onboarding. Ensure adherence to company policies and procedures, including proper documentation and record-keeping practices.
- Brokerage Services: Provide brokerage services to clients, including executing trading transactions, managing account activities, and facilitating stock/cash withdrawals and deposits. Offer professional guidance and support on securities trading matters.
- Account Opening: Oversee the account opening procedure, ensuring accurate and timely processing of applications. Collaborate with internal teams to gather required information and documentation, and monitor the progress of client onboarding.
- Business Promotion: Actively promote the securities trading business to clients, highlighting the benefits and features of our products and services. Identify opportunities to enhance client engagement and foster long-term relationships.
- Cross-functional Collaboration: Collaborate with other business units on ad-hoc projects, leveraging your expertise to contribute to the overall growth and success of the organization. Foster effective communication and coordination to ensure project objectives are met.
- Bachelor's degree in finance, business administration, or a related field.
- Proven min 3 years of experience in a client service role within the financial industry, preferably in brokerage or wealth management.
- Strong knowledge of KYC regulations, account opening procedures, and securities trading.
- Mandarin speaking is a MUST
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描述
Business Risk Consultant with International Private Bank under Business Unit. Reporting to both business team and the risk teamKey Responsibilities:
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