JOB PURPOSE

  • Support and guide customers to open securities trading accounts, use the product service and trading platform at Pinetree.
  • Identify and analyze customer profiles and investment preferences to provide advisory support and guide customers in selecting suitable products and services.
  • Address customer inquiries and enhance customer experience, contributing to higher satisfaction and engagement with Pinetree’s products and services.

CRITICAL ACCOUNTABILITIES

  • Receive and handle customer inquiries related to trading accounts, products/services, and trading platforms.
  • Manage and maintain assigned customer files.
  • Deliver professional and personalized customer experience across different customer segments.
  • Receive, guide, and classify customer documents; coordinate with relevant departments to process operations such as account opening, securities depository, transfer, and corporate actions…
  • Maintain close relationships with customers:
    • Contact to communicate the company’s event to customers.
    • Monitor and notify customers of important account events (corporate actions, margin calls, etc.).
  • Participating in testing projects, system modification packages to meet customer needs and Company requirements.

OUTCOMES &MEASURES

  • Ensure professional support and operation so that the whole company runs smoothly meeting the business requirements.
  • Accurate and timely report.

REQUIREMENTS

1. Educational Qualifications

  • Graduated from university specializing in Economics, Finance, Accounting, or related majors.
  • Certifications are preferred.

2. Job knowledge

  • Working knowledge and expertise in investment and the stock market.

3. Relevant Experience

  • Having at least 3 years of experience working at securities companies 
  • Having at least 2 years of experience working in customer service.
  • Preference will be given to candidates with experience serving high-value clients (VIP/HNWI).

4. Required Competencies

  • Ability to withstand pressure, enthusiasm for creativity at work.
  • Ability to perform accurate and efficient calculations related to securities transactions.
  • Teamwork skill.
  • English: communication, reading, and understanding foreign documents.

Benefits for you

  • 13th-month salary and performance bonus (depending on actual business results)
  • Training courses at the mother company
  • Healthcare insurance

Submit your application