CLSA Limited

Officer, Brokerage Business (13-month contract)

CLSA Limited
Posted on 13-Apr-21

Officer, Brokerage Business (13-month contract)

CLSA Limited

Job Highlights

  • Bachelor degree or above
  • Minimum 1 year’s working experience preferred
  • Call Center/Business Support experience is a plus

Job Description

Position Description

This is a 13-month contract to support the online account opening process and daily support to the Call Center team. 

Key Areas of Responsibilities

  • Handle all account opening follow up work and develop securities trading business.
  • Handle customer enquiries by phone or email relating to marketing activities, product / service launch, stock trading and any service requests by clients.
  • Assist customers in completing the account opening process and facilitate customer deposits for securities dealing.
  • Perform Know your client and risk disclosure.
  • Handle business support administrative duties, including daily report generation, start/end of day, system check, etc.
  • Perform outbound calls in-relation to sales, marketing, service and audit initiatives.
  • Participate in system testing.
  • Perform any other job duties or projects as assigned by team manager.
  • Bachelor degree or above.
  • Minimum 1 year’s working experience preferred.  Experience in Call Center/Business Support or securities industry is a plus.
  • Attained all necessary SFC licenses(or any other license as required)  for carrying out brokerage and other regulated activities.
  • Good interpersonal and communication skills.
  • Good command of written and spoken English and Chinese (Putonghua is a must).
  • Good computer knowledge (Excel, Microsoft Access, SAS a plus).

If you are seeking a dynamic environment in which to build your career in CLSA, please send your resume via Apply Now.

CLSA may collect personal data from you for purposes relating to your engagement with the Company, including human resource management and other business and internal / external compliance purposes. Any personal information and /or data collected and held by the Company may be used by the Company or transferred (whether within/ outside Hong Kong) to any other parties within the Company, subsidiaries and affiliates of the Company, internal or external service providers, or any other relevant parties including governmental or regulatory authorities, for the above purposes.

Additional Information

Company Overview

CLSA is Asia’s leading capital markets and investment group, providing global investors with insights, liquidity and capital to drive their investment strategies. Award-winning research, an extensive Asia footprint, direct links to China and highly experienced finance professionals differentiate our innovative products and services in asset management, corporate finance, equity and debt capital markets, securities and wealth management. As the international platform of CITIC Securities (SSE: 600030, SEHK: 6030), China’s largest investment bank, CLSA is uniquely positioned to facilitate cross-border capital flows and connect China with the world and the world to China. Founded in 1986 and headquartered in Hong Kong, CLSA operates from 20 cities across Asia, Australia, Europe and the United States. For further information, please visit

Additional Company Information

Financial Services