Client Service Officer, Investment Bank, 25k-35k

Location: Hong Kong, Hong Kong
Contract Type: Permanent
Specialisation: Contracting
Salary: HK$25000.00 - HK$35000.00 per annum
REF: BBBH226707_1542174350

Our client is one of the well recognized Investment Bank, now seeking for the Client Service Officer to join their client service team.


  • Coordinate Account Opening process with business and client onboarding team.
  • Inform Data Capture team to set up client account in the internal system.
  • Update account list for IS and TSO
  • Documentation Assembler for the client's account set up.
  • Scan documents and save in common drive
  • Follow-up the unclear incoming/outgoing funds, insufficient settlement proceeds, and clean cash payment release.
  • Follow-up outstanding invoices
  • Coordinate Client 'request on Forex Exchange /Term Deposit instructions.


  • At least 5 years experience on Client Services.
  • A strong understanding of Custody Business
  • Strong written and verbal communication skills.
  • Strong presentational skills are required.
  • Ability to form and maintain relationships.
  • Ability to identify process improvements.
  • Ability to work independently, as well as in a team environment, prioritizes multiple tasks in accordance with associated risk or client impact and meets strict deadlines.
  • Cross product knowledge equities and convertible bonds.
  • Strong Excel/Macro skill.

Contact Venus Liu on (852) 3103 4319 / or APPLY NOW by clicking the button below

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