Contract Sales Assistant – Account Opening

Responsibilities:

• Conduct client account opening in accordance with internal procedures and regulatory requirements, ensuring compliance with KYC and AML requirements
• Provide administrative support to the sales
• Handle clients’ enquiries and provide quality service support
• Assist in other ad hoc projects when required

Requirements:

• Higher Diploma or above.  Business Administration, Finance, Banking, Risk Management, or related disciplines is preferred
• Experience in account opening process within the brokerage or banking industry is preferred.  Fresh graduates with relevant internship or part-time experience will also be considered
• Detail-oriented with strong attention to accuracy in document review and data entry
• Good command of both spoken and written English and Chinese including Mandarin
• Strong PC skills in Microsoft Word, Excel and Chinese word processing
• Self-motivated, responsible and able to work under pressure and in fast-paced team environment
• Excellent interpersonal and communication skills
• Effectively using AI is preferred