Customer Services Officer- Wealth Management

Our Client is a leading, established Pan-Asian financial services firm with a strong presence in Hong Kong.  We are currently seeking a highly motivated and customer-oriented individual to join our team as a Customer Services Officer.  

Key Responsibilities:

• Respond to client inquiries and requests in a timely and professional manner
• Provide accurate and detailed information about wealth management products and services
• Assist clients with account opening, KYC Checking, and other administrative tasks 
• Execute client orders including HK and global equities, bond, fund, and structured products.
• Resolve any issues or concerns raised by clients, escalating to the appropriate department if needed
• Collaborate with various departments to ensure a seamless and efficient client experience

Qualifications:

• Bachelor's degree in finance, business, or a related field
• 2+ years of experience in customer service, preferably in the financial services industry
• Current holder or ready to possess SFC licenses RA1 (Dealing in Securities)
• Knowledge of wealth management products and services
• Excellent communication and interpersonal skills
• Strong problem-solving and decision-making abilities
• Ability to work in a fast-paced and dynamic environment
• Proficient in Microsoft Office and CRM software
• Attention to detail and strong organizational skills.

Interested parties please send your detailed resume including current & expected salary and availability by APPLY NOW

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(Applicants not invited for interviews within 4 weeks may consider their applications unsuccessful.)