Collect materials

ID verification; Issue/Scan and send email to P & CPO

Provide Welcome Letter to students

Confirm remittance with IS; Q5 to HK; Email to Canadian branch and cc IS

Provide Deposit Certificate to students

Related internal reports (daily register); Filing

Answer  daily client enquiries

ID verification & Dow jones check

Get line manager approval (Low/Medium clients) ; Get OM approval

Provide remittance route to client and KYC filing; Contact clients for TD request or rollover/TT out application (original)

Funds received, send email to Capital markets; Provide TD receipt to clients (by mail)

Follow up with clients for instruction before maturity; Filing

3 working days per week, 6 months at least, onboarding ASAP.

Strong interpersonal and communication skills with clients on product instruction and process flow description via phone

Strong learning skills

Sincere, patient and easygoing: better with sweet voice on the phone

Fluent in English and Mandarin

Well-disciplined with ability to manage multiple assignments efficiently under pressure

Preferably with working experience of internships on commercial service

Strong skills on the use of technology tools e.g. Microsoft Office, internet explorer