Client Services Executive

Responsibilities:

• Maintain long-term relationships with high-net-worth clients.
• Identify clients’ investment needs and provide relevant product information and services.
• Provide customer service and handle client inquiries in a professional manner.
• Execute and manage orders for global equities, e.g., HK, US.
• Handle account openings.

Requirements:

• SFC or HKMA license Type 1 & 2 holder with at least 5 years of relevant experience from brokerage firms or private banks.
• Good command of both spoken and written English and Chinese, including Mandarin.
• Proficient in computer applications such as Word and Excel.
• Strong interpersonal and communication skills.