Responsibilities:

Support and supervise Client Service team members on daily operations, ensuring smooth workflow and high-quality client experience
Manage client account opening processes, ensuring compliance with SFC requirements and internal procedures
Conduct KYC/CDD checks for individual and corporate accounts
Handle complex client inquiries, complaints, and escalations in a timely and professional manner
Coordinate and support marketing and client engagement activities
Contribute to the enhancement of client service policies and operational efficiency
Undertake other ad-hoc assignments as required

Requirements:

Bachelor’s degree preferred with 3–5 years of client servicing experience in financial institutions; brokerage experience is an advantage
Holder of SFC Type 1 license
Experience in assisting team supervision or coaching junior staff is an advantage
Strong interpersonal, communication, and analytical skills
Detail-minded with good problem-solving ability and multitasking skills
Proficient in English and Chinese; fluency in Mandarin preferred
Suitable candidates with more experience will be considered for Assistant Manager positions

Benefits:

Bosco Securities Limited

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