Account Management Specialist - Equity Sales & Trading Account Management Specialist - Equity Sales &  …

Huatai Financial Holdings (Hong Kong) Limited
à Hong Kong, Hong Kong, Hong Kong
CDI, Plein-temps
Dernière candidature, 09 juil. 20
Competitive
Huatai Financial Holdings (Hong Kong) Limited
à Hong Kong, Hong Kong, Hong Kong
CDI, Plein-temps
Dernière candidature, 09 juil. 20
Competitive
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.

Responsibilities:

  • 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

Qualifications

  • 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

 

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