Job Purpose:
Responsible for handling incoming calls of centralized branch trading line, with duties including enquiries, share quote and market information, receiving and placing orders for customers, confirming after execution or market close; making outbound calls for account activation.
Main Responsibilities:
- Introduce securities account, margin securities account and US stock trading services
- Introduce the prevailing promotion offers
- Assistant the customer to complete securities account opening form
- Suppress securities advice and statement for the customer
- Assistant the customer to download mobile trading app and activate the mobile device for the customer
- Assistant the customer to complete the questionnaires and understand any stocks or sectors the customer prefers; Also introduce the Power Screener to customer and teach him/her how to use
- Assistant the customer to save the corresponding trading / enquiry line in his/her mobile phone
- Complete Stock Transfer in for customer if any
Requirements:
Please note that only shortlisted candidates will be notified.