• Brokerage/wealth management/ fund management
• Highly competitive package
• SFC regulatory standards/HK stock market operation

Key Responsibilities:

• Act as a primary point of contact for client queries and cross-departmental operations, providing timely and high-quality assistance.

• Oversee the end-to-end client journey, including account onboarding, record updates, profile management, and day-to-day operational support.

• Address and resolve client feedback and online inquiries efficiently to maintain top-tier service standards.

• Maintain, expand, and structure the online operational knowledge hub for seamless internal references.

• Evaluate customer insights and recurring trends to continuously refine workflow efficiency and service benchmarks.

What We’re Looking For:

• Bachelor’s degree (Degrees in Finance, Business Administration, Economics, or related fields preferred).

• 2+ years of experience in customer operations or client services (prior experience in brokerage, securities, wealth management, or fund management is a strong plus).

• Solid understanding of SFC regulatory standards and Hong Kong stock market operations (including onboarding & account management procedures).

• Excellent communication and problem-solving skills with a strong client-first mindset.