Senior officer, client services, Randstad

Senior officer, client services

Randstad

Location:
Hong Kong, Hong Kong

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

A prominent investment services provider based in Hong Kong, specializing in various financial services including brokerage, asset management, and investment banking. It focuses on facilitating cross-border investments and offers a range of solutions to institutional and retail clients. With a strong commitment to compliance and risk management, it plays a significant role in the financial markets of the region.

Job Responsibility:

Ensure the accuracy and completeness of client onboarding documentation, collaborating with sales and account executives to address inquiries related to individual, corporate, and institutional accounts
Manage trading transactions, primarily for odd lot orders, as well as oversee insurance subscriptions and requests for fund and stock withdrawals/deposits
Perform client name screening and data entry to comply with AML and audit standards
Serve as a backup for Client Services Officers and partners, assuming their responsibilities as needed
Uphold the company’s policies and regulatory requirements as a key gatekeeper
Participate in various ad-hoc projects as assigned
Provide mentorship and guidance to junior staff to achieve the team’s objectives (for managerial positions only)

Requirements:

A degree in a relevant business or finance discipline is strongly preferred
Possession of relevant SFC licenses for conducting Type 1, 7, and/or 8 regulated activities
Experience in Type 2 or mid-back office roles related to other financial products, such as insurance, is an advantage
Strong interpersonal and communication skills
Ability to work effectively under pressure and collaborate as a team player
Proficient in written and spoken English and Chinese, with a preference for including Putonghua

Nice to have:

Experience in Type 2 or mid-back office roles related to other financial products, such as insurance, is an advantage
Proficient in written and spoken English and Chinese, with a preference for including Putonghua

Additional Information:

Job Posted:
May 31, 2025

Expiration:
July 11, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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