岗位描述
● Assist the department head with daily operations management, including developing work plans, assigning tasks, and monitoring progress to ensure the smooth progression of departmental operations ● Manage client account opening, initial documentation review, and ongoing maintenance; verify the authenticity, completeness, and compliance of client materials in accordance with company policies and regulatory requirements, and update client information promptly to guarantee normal account usage ● Collaborate with the client services team to address inquiries related to accounts, transactions, and other matters, providing timely and effective support to enhance the overall customer experience ● Liaise with other departments on data requests and business support needs, strengthening interdepartmental communication and cooperation to promote efficient company-wide operations ● Continuously collect and analyze client feedback; organize and summarize suggestions for senior management, offering valuable insights to drive service quality improvements and product enhancements ● Complete other ad-hoc tasks assigned by superiors, with strong execution and adaptability to flexibly respond to various unexpected situations in work 1.协助部门主管进行日常运营管理工作，包括制定工作计划、安排工作任务、跟进工作进度等，确保部门运营工作的有序开展； 2.负责客户账户的开户、资料初审与维护更新工作，严格按照公司规定与监管要求，审核客户开户资料的真实性、完整性与合规性，及时更新客户信息，保障客户账户的正常使用； 3.协同客户服务团队，解答客户关于账户、交易等方面的问题，为客户提供及时、有效的支持与帮助，提升客户服务体验； 4.积极配合公司其他部门的数据查询与业务支持需求，加强部门间的沟通与协作，促进公司整体业务的高效运转； 5.持续收集客户反馈，对客户提出的意见与建议进行整理、分析，及时向公司管理层汇报，为公司服务质量提升与产品优化提供有价值的参考依据； 6.完成领导交办的其他临时性工作任务，具备较强的执行力与应变能力，能够灵活应对工作中的各种突发情况。 ● Full-time Master’s and PhD candidates graduating between January 2026 and Summer 2027; ● Degree holder of Finance, Economics, or a related business discipline with a solid professional foundation and strong interest in the financial industry preferred ● Excellent verbal and written communication skills and interpersonal abilities, with the capacity to convey information clearly and accurately and to maintain positive interactions with clients and team members ● Strong learning agility and adaptability, capable of quickly mastering the company’s product knowledge, business processes, and relevant policies and regulations, and adjusting to Hong Kong’s work environment and pace ● Meticulous, responsible, and detail‐oriented work ethic, demonstrating strong teamwork spirit and customer service awareness, and actively collaborating to achieve team objectives ● Proficiency in office software such as Microsoft Word, Excel, and PowerPoint; candidates with data analysis capabilities are preferred ● Excellent command of both English and Chinese in listening, speaking, reading, and writing, with the ability to conduct business communication and prepare documentation in both languages 1、面向2026年1月至2027年夏季毕业的全日制硕士研究生及以上学历应届生； 2.金融、经济学等相关商科专业优先，具备扎实的专业基础知识，对金融行业有浓厚兴趣； 3.具备优秀的沟通表达能力和人际交往能力，能够清晰、准确地传递信息，与客户及团队成员保持良好的互动； 4.拥有较强的学习能力和适应能力，能够快速掌握公司的产品知识、业务流程及相关政策法规，适应香港的工作环境和节奏； 5.工作认真负责、严谨细致，具备良好的团队合作精神和服务意识，能够积极配合团队完成各项工作任务； 6.熟练掌握办公软件（如 Word、Excel、PowerPoint 等）的操作，具备一定的数据分析能力者更佳； 7.具备优秀的中英文听说读写能力，能够熟练运用中英文进行商务沟通与文件撰写。 职位类别: 校园招聘