建投国际
岗位信息
招聘岗位
(2027 Graduate Program) Customer Service AssistantWealth Management Department
工作城市
中国香港
学历要求
硕士
是否笔试
未明确
招聘批次
校招
截止日期
招满即止
发布日期
2026-09-03
📋 岗位职责 / 任职要求
岗位职责
● 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。
任职要求
● 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。
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