Discover your dream Career
For Recruiters

Wealth Management - Client Support Specialist

CICC Hong Kong
Posted 1 day ago Permanent Negotiable
S
Posted by
Skye Bian
Recruiter

CICC Wealth Management (WM) provides high net-worth clients with a broad spectrum of wealth management solutions including securities trading, various investment and financing products. This position is within the WM operation team to support HK Wealth management group for operational tasks, including but not limited to:

 

Job Description:

Act as primary contact with clients, handle and follow up clients’ enquiries on account opening, trading platform and general enquiries with professional manner;
Participate in the standardization of customer service systems and assist in building intelligence client service solutions;
Review the daily operating procedures to comply with internal guidelines and relevant regulatory requirements;
Solicit feedback from clients to improve operating procedures and system enhancements to reduce redundancy, improve efficiency and effectiveness;
Participate in projects for building and maintaining online channels and take UAT on system enhancements;
Recommends and implement enhancements to improve effectiveness and efficiency of client services and related systems
Handle Ad-hoc tasks as required.


Requirements

Degree holder or above in Business or related discipline;
Qualified to be registered as a licensed person type 1 under SFC in dealing securities is an advantage;
Good communication and interpersonal skills;
Patient and responsible, able to multi-tasking;
Good command of English and Chinese, fluency in Putonghua is preferred;
Proficient in PC knowledge, including MS Word, Excel and Chinese word processing

More Jobs From CICC
CICC
Wealth Management - Client Support Officer
CICC
Hong Kong
2 days ago Full time N/A
CICC
Wealth Management –Affluent Wealth Specialist
CICC
Hong Kong
1 day ago Full time Negotiable
CICC
Wealth Management –Affluent Wealth Specialist
CICC
Hong Kong
2 days ago Full time Negotiable
CICC
Wealth Management - Operation Specialist(SG)
CICC
Singapore
2 days ago Full time Negotiable
CICC
Wealth Management - Investment Assistant
CICC
Hong Kong
2 days ago Full time NA
CICC
Wealth Management - Secretary
CICC
Hong Kong
2 hours ago Full time Negotiable
CICC
Equity Portfolio Manager
CICC
Hong Kong
2 days ago Full time Negotiable
CICC
Wealth Management - Institutional Wealth Advisor
CICC
Hong Kong
2 days ago Full time N/A
CICC
Sales Trader (EU/US market)
CICC
Hong Kong
3 days ago Full time Competitive
CICC
HR Specialist (Policy-Focused)
CICC
Hong Kong
3 days ago Full time Negotiable

Boost your career

Find thousands of job opportunities by signing up to eFinancialCareers today.
More Jobs Like This