主要工作職責:
• Review customer account opening information, conduct KYC/due diligence for account opening, and perform AML/anti-money laundering checks.
• Handle daily customer notifications, business inquiries, and suggestions or compliants.
• Conduct customer AML risk reviews and ongoing periodic reviews on existing customers.
• Provide customer account maintenance services, such as updating contact information, authorized signatures, and managing dormant accounts.
• Perform back-office fund operations and transactions, including deposits, withdrawals, fund transfers, etc.
• Manage and analyze fund data, preparing suitable reports according to business needs.
• Participate in ad-hoc projects as assigned.
任職要求:
• Bachelor Degree or above in Finance, Economics, or related fields.
• 2-3 years of customer service experience in financial institutions, familiarity with FATCA/CRS business is preferred.
• Preference for candidates who have passed the HKSI examination and obtained a licensed representative qualification from the Hong Kong Securities and Futures Commission.
• Strong communication skills, adaptability, and service awareness. Proficient in computer operations and Microsoft Office applications.
• Good command of spoken and written English; fluency in Cantonese and Mandarin is preferred.
• Ability to handle multiple tasks and meet deadlines in a fast-paced business environment.
Note:
Please send CV to hr@gaotengasset.com. Please use the following format for the email subject: "Name - Customer Service Officer," for example, "John - Customer Service Officer".