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Senior Officer/Assistant Manager - Private Wealth Management

htisec
Companyhtisec
CategoryOperations & Admin
LocationHong Kong - OIS
Remote
EmploymentNot stated
LevelManager
SalaryNot stated by the employer
Posted24 Jun 2026
Last verified11 Aug 2026
SourceEmployer ATS (workday)
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Description
We are always looking for talented professionals to join us in the path towards success. Job Responsibilities: • Handle customer’s enquiry and complaint through phone, email or live chat etc. • Formulate and review client notice and working procedure. • Conduct monitoring and training to uplift service quality. • Drive process improvement and manage customer service related projects. • Handle ad-hoc projects or tasks assigned by supervisor. Job Specification: • At least 3 years relevant working experience. • University or above is required, in Finance or Economics is preferred. • Possess SFC type 1 & 2 licenses. • Energetic, adaptive to change, strong communication, analytical and problem solving skills. • Responsible, self-motivated, independent and attention to detail. • Proficiency in using the Microsoft Excel, PowerPoint and Word. • Proficiency in written and spoken English and Chinese with fluency in Mandarin. • Familiar with SFO, Codes and other compliant / regulatory requirements is a plus.