• Leading Chinese Firm
  • Competitive Package (Up to 3+ month bonus)
  • Non-sales role

Our client, a leading Chinese securities firm, is seeking a Senior Client Services Officer to join its growing Hong Kong team. This role will be responsible for delivering high-quality client support, handling account-related matters, and ensuring an exceptional client experience across brokerage and wealth management services.

Responsibilities
  • Provide professional support to retail and high-net-worth clients on account servicing and trading-related enquiries.
  • Handle account opening, maintenance, and documentation review in accordance with regulatory requirements.
  • Coordinate with internal teams including Operations, Compliance, Settlement, and Relationship Managers to resolve client issues efficiently.
  • Support clients on securities trading, corporate actions, IPO subscriptions, and account administration matters.
  • Ensure all client requests are processed accurately and within service level standards.
  • Assist in implementing client service initiatives and process improvements.
  • Maintain up-to-date knowledge of regulatory and market developments.
Requirements
  • Bachelor's degree in Finance, Business Administration, or related disciplines.
  • 2 years of client services experience within securities, brokerage, private wealth, or financial services.
  • Solid understanding of securities products, trading operations, and account servicing processes.
  • Strong communication and interpersonal skills.
  • Proactive, detail-oriented, and client-focused mindset.
  • Proficiency in English, Cantonese, and Mandarin is preferred.
  • SFC Type 1,2

 





Type: Permanent

Category: Financial Services - No Selection Required

Reference ID: 612-170926-KS

Date Posted: 17/09/2026

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