• Competitive
  • Hong Kong
  • Permanent, Full time
  • Citi
  • 11 Dec 17

HK - GCB - Securities officer, Wealth Management

HK - GCB - Securities officer, Wealth Management

  • Primary Location: HK,Hong Kong,Hong Kong
  • Education: Bachelor's Degree
  • Job Function: Relationship Management
  • Schedule: Full-time
  • Shift: On Call
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 17074044


  • Handle securities dealing hotline inquiries and perform order execution
  • Make outbound relationship calls to promote our securities services such as marketing offers, news update, ad-hoc program, etc
  • Monitor market news and perform system update for HK/US/SH tickers, IPO securities and exchange related changes
  • Conduct day end reconciliation and ensure error free execution
  • Responsible for various system and MIS report checking and preparation
  • Ensure trading platform stability by performing health check, system incident support and investigation. Follow up with customer complaints if any
  • Collaborate with system and operations to enhance customer experience;
  • Comply with procedures, policies and regulatory requirements


  • Degree holder, major in Business/Finance or related discipline is an advantage
  • Fulfillment of the competency requirements to carry out relevant regulated activities as defined   under the Securities and Future Ordinance.
  • Minimum 3 years' relevant experience in investment and securities business.
  • Knowledge of HK, US and SH stock markets.
  • Good communication, interpersonal and analytical skills.  
  • Proficiency in both Chinese, including Mandarin, and English.
  • Night shift duty is required