Operations Associate

职位描述

1. Provide customer services and handle client enquiries via phone, email or in-person regarding securities trading, account management and market information;

2. Assist for client onboarding & data maintenance;

3. Responsible for verification on Customer Due Diligence (CDD), Know Your Client (KYC), Name Screening, Risk Level Assessment of new and existing clients; Work closely with Compliance, Business and related departments regarding the client issues;

4. Perform ad hoc projects as required.

任职要求

1. Degree holder in Business, Economics, Finance or other related disciplines;

2. 1-2 years or above relevant experience in financial industry;

3. Holder of relevant SFC license (Type 1 and/or Type 2 regulated activities);

4. Good interpersonal skills and able to work effectively under pressure and be a team player;

5. Good command of written and spoken English, Chinese & Mandarin;

6. Immediately available is preferred.