As a Branch Operations & Client Services Specialist, you will play a vital role in delivering high-quality client support, driving business growth, and ensuring smooth, compliant daily branch operations. You will serve as a primary touchpoint for both prospective and existing clients, actively maintaining client relationships while executing end-to-end account administration, trade processing, and regulatory reporting tasks.

Key Responsibilities

1. Client Relationship Management & Business Development

• Relationship Maintenance: Proactively contact existing and former clients to nurture long-term relationships, share updates, and re-engage dormant accounts.

• Requirements & Enquiries: Attend to walk-in and incoming client enquiries, providing prompt, professional resolution for all service requests and operational needs.

• Product Promotion: Introduce the company’s range of financial products, platforms, and services to clients, identifying opportunities to meet their investment needs.

• Account Opening: Execute full account opening procedures for individual and corporate clients with high precision.

• KYC & Compliance: Conduct standardized Know Your Customer (KYC), Anti-Money Laundering (AML), and Due Diligence verifications in full compliance with internal policies and external regulatory standards.

• Daily Account Oversight: Manage routine account administration, including updating client particulars, handling fund deposit/withdrawal requests, and processing trade settlement operations accurately.

• Regulatory Reporting: Assist in preparing, reviewing, and submitting required documents, statistical returns, and official reports to relevant regulatory authorities, government bodies, and external auditors.

• Branch Administration: Support daily branch operational routines, internal reporting, facilities management, and administrative workflows.

• Branch Support: Collaborate closely with and support the Branch Manager in carrying out special assignments, ad-hoc projects, and operational enhancements.

• Education: Bachelor’s degree in Finance, Economics, Business Administration, or related disciplines.

• Experience: Minimum 1 year of relevant operational or client-facing experience within the financial services industry.

• Regulatory & Market Knowledge:
  • Solid understanding of the Hong Kong financial market.
  • Strong knowledge of Macau Securities regulatory frameworks, local compliance rules, and reporting requirements.

• Licensure: Passes in HKSI Licensing Examination Paper 1, 7, 8, or other equivalent professional designations are highly preferred.

• Skills & Attributes:
  • Excellent communication, interpersonal, and client-servicing skills with a proactive relationship-building mindset.
  • Strong organizational skills with keen attention to detail and accurate document handling.

• Language Proficiency: Good command of written and spoken English and Chinese (Cantonese and Mandarin).

• Work Eligibility: Macau Permanent Resident