Senior Customer Service Officer

Responsibilities:

• Take ownership in handling daily trade flows and client requests, including pricing, executions and trade booking
• Handle daily operation including dealing, settlement, accounts, margin financing and customer service
• Perform account and KYC documents review and check the validity on forms for new accounts and amendments
• Perform quality control on reconciliations between front office and back-office system to ensure data capture accuracy and completeness
• Handle enquiries and ad-hoc tasks as required
• Monthly report generation accountability

Requirements:

• Diploma or above in Business/Finance or relevant disciplines
• Current holder of SFC license RA1 & R2 
• Solid +9 years’ experience of relevant experience
• Strong knowledge in Securities, Bonds and Structured Products
• Familiar with KYC and account documentation;
• Mature, independent and self-motivated, ability to work effectively under pressure and be a team player
• Detail-oriented with good communication and problem-solving skills
• Strong MS Excel applications and computer operation
• Excellent command of written and spoken Cantonese and English

For more details about career opportunities in KGI, please visit our website https://www.kgi.com.hk/en/others/careers

Please send application with resume and expected salary quoting the job reference to the HR Department, 41/F, Central Plaza, 18 Harbour Road, Wanchai, Hong Kong.

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