VIP Customer Service Officer

岗位职责
We are seeking professionals to join our VIP Client Service team. focusing on daily service and relationship management for high-net-worth clients.
Responsibilities
- Provide one-on-one account services for VIP clients, including deposits/withdrawals, account transfers, trading, and account setup.
- Deliver clear and simple explanations of complex trading rules and account issues for clients.
- Support clients across Hong Kong and U.S. equities, options, margin financing, and foreign exchange scenarios.
- Maintain strong service awareness and emotional management skills to handle demanding, urgent, or complaint-driven clients.
- Be aware be asset changes, trading habits, and potential needs of clients and have ability to identify key clients.
- Build long-term client relationships to enhance engagement, asset retention, and service loyalty.
- Communicate with maturity and tact, maintaining professional boundaries without offering unsolicited investment advice or overpromising.

岗位要求
Requirements
- Bachelor’s degree or above in related discipline.
- Experience in serving high-net-worth clients, in areas of private banking, wealth management, brokerage VIP services, or premium customer service.
- Strong interpersonal and relationship management skills.
- Sensitivity to client needs and ability to identify opportunities for deepen their engagement.
- Relevant licensing required.