Client Services Officer, Associate Client Services Officer, Associate …

Yunfeng Financial Group
in Hong Kong
Contract, Full time
Last application, 05 May 21
Competitive
Yunfeng Financial Group
in Hong Kong
Contract, Full time
Last application, 05 May 21
Competitive
Yunfeng Financial Group Limited, listed on the Hong Kong Stock Exchange Main Board, is a pioneer in financial technology. We provide brokerage, investment research, corporate finance, asset management, insurance, employee shock ownership plan administration services and fintech business. Adhering to our "Based in Hong Kong and Connecting China to the World" strategy, we provide comprehensive financial services to individual and institutional investors, as well as corporate clients using the latest online technology.

Job Description

  • Provide full range of account services proactively to clients
  • Handle account opening and client onboarding processes, including data collection, KYC and record keeping
  • Provide and promote quality client solutions by working closely with all business lines

Requirements

  • 2+  years working experience in related field such as relationship management, onboarding, client services etc
  • Experience in KYC/AML areas within Finance industry is strongly preferred
  • Excellent in client service mindset and interpersonal communication skill
  • SFC type 1 license holder / pass of relevant papers is strongly preferred
  • Fluent in Mandarin and English is a must
  • Title would adjust based on the relevant experience

We provide a very competitive and open career path for our star performers. Interested candidates please kindly include the current and expected salary in the application. Information provided will be treated in strict confidence and will only be used for recruitment-related purposes. Only short-listed candidates will be notified.

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