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Associate – Client Services, Operations (Ref: 09821-OPSCSA-CPJ)

KGI 凱基

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KGI 凱基
Job Type   /   Job Level
Full-time   /   Senior Executive
Company Location
Hong Kong
Job Description

Founded in 1988, the KGI Group is a multi-faceted, pan-Asian financial services group that thrives on providing the highest standards of service to its clients. The KGI Group prides itself on utilizing unsurpassable integrity and professionalism, prudence in its judgments and reliance on the security of a well-resourced institution to provide this service to its clients.

Being one of Hong Kong's largest equity brokers by market share and one of the ten largest futures brokers, KGI Hong Kong operates a full-service brokerage firm for retail and institutional clients, aiming to provide customers with one-stop financial service.

We are currently seeking a high caliber professional to join our Client Services Team, under our Operations Department.

Responsibilities

  • Under Client Services team of the Operations Department
  • Handle client fund deposits and withdrawals, internal fund transfers, arrange funding for the bank account
  • Perform day-to-day control tasks for relevant processes to ensure accuracy and completeness of inputs
  • Manage client account opening and conduct documentation review in accordance with regulatory and internal requirements
  • Maintain and update client static data set up in relevant systems
  • Participate in ad hoc tasks as assigned from time to time

Requirements

  • Degree holder in Finance, Accounting, Business or related disciplines
  • With at least 2 years of relevant experience, candidates without a securities industry background but with similar experience will also be considered
  • High capability to adapt to changing working requirements
  • Independent, enthusiastic, accountable and logical and systematic thinking
  • Proficient in MS Excel, MS Word and MS Access
  • Proficient in Cantonese, English and Mandarin

For more details about career opportunities in KGI, please visit our website https://www.kgi.com.hk/en/others/careers

Please send application with resume and expected salary quoting the job reference to the HR Department, 41/F, Central Plaza, 18 Harbour Road, Wanchai, Hong Kong.

(Personal data collected will be used for recruitment purpose only.)
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