Assistant / Officer, Client Onboarding Department

Fulbright Securities Limited

Responsibilities:

  • Provide all rounded support in the Client Onboarding Department includingopening accounts, answering inquiries, conducting KYC and data management.;
  • Responsible for the whole account opening and client onboarding procedures;
  • Handle KYC due diligence for clients, and FATCA related checking;
  • Assist to revamp the workflow and ensure that all requests are align with regulatory requirements and internal policies;
  • Ensure data accuracy and responsible for account opening maintenance;
  • Work closely with compliance, internal audit, operations and related departments regarding all clients data issue;
  • Perform all other duties as assigned by seniors from time to time.

Requirements:

  • Tertiary educated;
  • At least 1 years’ experiences in customer services, client onboarding, or AML/KYC field, preferably in the fields of banking and finance;
  • Holder of SFC Type 1(Dealing in Securities) and Type 2 (Dealing in Futures Contracts) is definitely advantageous;
  • High level of customer service orientation;
  • Sociable with good communication and interpersonal skills;
  • Multi-tasking and problem-solving skills;
  • Mature, patient, cheerful and detail-minded;
  • Fluent in Cantonese and Putonghua is a must;
  • Candidates with more relevant experience can be considered as Officer;
  • Fresh graduate will also be considered.
更多工作資料
薪酬 薪金面議
工種
  • 銀行 · 金融服務 - 訂單處理 · 運作 · 結算
  • 銀行 · 金融服務 - 顧客服務 · 關係管理
  • 銀行 · 金融服務 - 一般 · 其他
工作地點
  • 九龍灣
  • 觀塘
僱用形式
  • 全職
  • 長期
教育程度
  • 碩士
  • 學士

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