🇬🇧 SearchUKJobs.co.uk

Britain's Premier Job Portal

← Back to Jobs

Customer Services Officer, International Wealth Management, Private Client Services (Ref: 02023-PCSCSO-KGI)

KGI Asia | Hong Kong, Hong Kong | Posted July 03, 2026

Position Overview

Responsibilities
  • Review Provide quality and professional customer services to clients including placing orders for Institutional sub-brokerage clients, IPOs processing etc.
  • Handle enquiries from clients, auditors and regulators
  • Provide proper administrative support
  • Respond to clients’ enquiries on different types of products
  • Order placing for clients and sales via system
  • Monitor client statement, arranging client statement to be resent
  • Handle enquiries and ad-hoc tasks as required
  • Requirements
  • Bachelor’s degree or above in Business/Finance or relevant disciplines
  • Potential holder of SFC Type 1 (Dealing in Securities) and/or Type 2 (Dealing in Futures Contracts) licenses
  • 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
  • Sensitive to numbers
  • Good knowledge of...
  • Ready to Apply?

    Apply for this Position