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Customer Service OfficerBaoQiao Partners Securities (HK) Limited
  • Admiralty
  • Salary provided
  • Posted on 22 Aug 2019
Customer Service OfficerBaoQiao Partners Securities (HK) Limited

Job Highlights

  • customer service
  • wealth management
  • operation

Job Description


Job duties: 

  • Support Wealth Management Team for clients’ enquiry, due diligence process and fund in/out procedure
  • Facilitate the collection of KYC and other relevant documents in accordance with the prevailing account opening procedures and local regulations. To ensure evidence of each customer’s identity and other relevant documents are received in order before account opening
  • Perform and approve KYC for new client on-boarding
  • Conduct KYC/CDD through periodic review
  • Ensure all client files are stored and maintained accordingly
  • Prepare regular reports for Management review
  • Work closely with Settlement Team to facilitate internal work flow to fulfill clients’ need


  • University graduate or professional qualification
  • Minimum of 3 years of relevant working experience in Securities firm
  • Strong understanding of account documentation, due diligence and local Anti-Money Laundering requirements
  • Well-organized and strong sense of responsibility
  • Work within a team, and highly coordinate with team members
  • Familiar with Wealth Management products is preferred
  • Fluency in spoken and written Cantonese and English, Mandarin is preferred

We offer competitive remuneration package to suitable candidates commensurate with their working experience. If you are interested, please email your detailed resume with current and expected salary by clicking "Apply Now" button.

All applications will be treated strictly confidential.  In accordance with the Personal Data (Privacy) Ordinance, personal information submitted will be used solely for recruitment purposes and will be retained for no more than 12 months.

Additional Information

Career Level
Not Specified
Not Specified
Years of Experience
Not Specified
Employment Type
Full Time

Company Overview

BaoQiao Partners Securities (HK) Limited is a licensed corporation registered under the Securities and Futures Ordinance in Hong Kong and a subsidiary of Fullshare Holdings Limited, a company listed on the Main Board of the Stock Exchange of Hong Kong Limited. We are seeking high calibre personnel to fill the following positions:

Additional Company Information

Benefits & Others
Dental insurance, Five-day work week, Medical insurance, Performance bonus