Welcome to the Convoy family! Having a sizable IFA team in Hong Kong with business expansion in Asia Pacific Region, we are committed to becoming one of Asia’s leading financial services providers over the long-term. To achieve this goal, we take pride in having you as part of our family. At Convoy,...

Welcome to the Convoy family! Having a sizable IFA team in Hong Kong with business expansion in Asia Pacific Region, we are committed to becoming one of Asia’s leading financial services providers over the long-term.

To achieve this goal, we take pride in having you as part of our family. At Convoy, we nurture your strengths and value your unique perspectives, and in return we expect you to share our passion.

Join us! We believe you’ll find working at Convoy a valuable experience in your career.

Company Website: www.convoy.com.hk

Customer Services Officer, Securities Operations

Job level Entry
Work exp 2 Years To 8 Years
Education Associate Degree
Location
North Point
Employment type Permanent
Benefits 5-day week, Discretionary bonus, Insurance plan, Medical plan, Special / extra leave
Industry Financial Services
Job function Banking / Finance > Derivatives / Equities
Banking / Finance > Investment & Securities
Sales / Business Development / Customer Service > Customer service / Sales Support
Published On 15/06/2018

As a rapidly growing financial institution, Convoy Group strives to provide the best in class, multifaceted financial services for our customers. 

We are looking for a passionate candidate to join our Customer Services team in the Securities Division. 

 

Responsibilities:

  • Provide excellent customer services to Corporate Clients on securities enquiries
  • Handle clients on-boarding, KYC and document checking and ensure full compliance in of rules and regulations
  • Monitor trading system and online trade transactions
  • Work closely with seniors to ensure smooth, accurate and efficient operation of dealing room and assist in the day to day operations
  • Collaborate with both internal and external parties
  • Participate in testing IT system when necessary
  • Participate in marketing initiatives and events and other ad-hoc projects as assigned

 

Requirements:

  • Higher diploma and or above in Finance or business related disciplines
  • Holder of SFC Type 1 (Dealing in securities) is required.
  • 2 years or above relevant experience in customer services preferably in brokerage or securities industry
  • Hand-on experience in CIES case handling will be an advantage.
  • Good organization and serving skills and attention to detail
  • Mature, independent and self-motivated, ability to work effectively under pressure and be a team player
  • Proficiency in using MS Office

 

We offer competitive remuneration including career prospects to the right candidate. Interested parties please send detailed resume with availability, current and expected salaries to Human Resources Department, Convoy Global Holdings Limited, 39/F @CONVOY, 169 Electric Road, North Point, Hong Kong or email to recruit@convoy.com.hk

(All applications will be treated in strict confidence and used for recruitment purpose within Convoy Global Holdings Limited only)