Client Services Officer (Wealth Management)

About Us:

In response to strategic business needs and expansion, EDPS Executive is an additional executive arm of EDPS (EA License No. 78592). Founded in 1974, EDPS stands as the premier provider of IT contract staffing solutions in Hong Kong, boasting a long-standing history and esteemed reputation. We are privileged to have been chosen by the Government of HKSAR as one of the largest and most enduring suppliers of IT contract staffing services for nearly 50 years.

Position Overview:

Due to expansion, our Client is a securities brokerage firm providing ultra-high net worth clients and individuals with brokerage services for equities, bonds, funds, structured products and discretionary management services. They take pride in offering an efficient and reliable securities financial platform.

Key Responsibilities:

• Establish and maintain good business relationships with their clients and assist with their enquiries in a professional manner.

• Execute a range of banking and investment transactions (e.g. structured products, equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments, deposits, and loans) for clients.

• Act as escalation contacts for the client, several local and foreign banks, investment companies, brokers, as well as internal department.

• Provide administrative support to CROs / Senior Relationship Managers on client meeting and business trip arrangement and expense reimbursement.

• Perform ad hoc assignments / duties as assigned.

Job Requirements 

• Degree or above in Finance, Economics, or other related disciplines

• At least 3-5 years of relevant client service experience in private banking

• Excellent communication and client service skills

• Good technical skills in using MS Office

Salary:
Salary will be commensurate with qualifications and experience.

Application:
Please submit your resume along with your current and expected salary. Personal data collected will be treated confidentially for recruitment purposes. Candidates not invited for an interview within six weeks may consider their applications unsuccessful.

Equal Opportunity Employer:
We are an equal opportunity employer and welcome applications from all qualified candidates. Personal data collected will be handled confidentially by authorized personnel for recruitment-related purposes.

Address:
Room 1202, 12/F, Harcourt House, 39 Gloucester Road, Wanchai, Hong Kong.

Contact Number:

852-2835 9688

Website: www.edps.com.hk

The information provided will be treated in strict confidence and be used only for consideration of your application for relevant/similar posts within the Group/Company.