Established in 2006, Huatai Financial Holdings (Hong Kong) Limited (“HTHK”) is a wholly-owned subsidiary of Huatai Securities Co. Limited (“HS”), a publicly listed company on both the Shanghai Stock Exchange (601688.CH) and the Hong Kong Stock Exchange (6886.HK). HTHK currently has Type 1, Type 2, Type 4, Type 6 and Type 9 licenses and it is carrying out the following businesses: securities, futures brokerage, corporate finance and asset management.
- Responsible for client onboarding, maintenance and exiting etc. whole life cycle management.
- Assist Sales team in new sales proposals and contract renewals
- Contact customers via email or phone to answer queries or retrieve information about their account
- Update internal databases (CRM) with account details
- Create reports on client account status and assist in sales & marketing campaigns
- Work experience as an Account Officer, Account Coordinator or similar role
- Experience in customer service roles is a plus
- Familiarity with Client Relationship Systems (CRM)
- Good verbal and written communication skills