工作描述
The Role
- Work on a team basis to expand an assigned portfolio of accounts with varying and/or complex financial needs with the objective of revenue growth;
- Support Customer Care team on mas affluent clients;
- Handle client account opening and client onboarding;
- Support Customer Care team in being a point of entry for processing client enquiries and orders, and to ensure that administrative arrangements and processing are completed according to corporate policies and procedures;
- Support Customer Care team in carrying out daily transaction processing and complex troubleshooting;
- Perform other ad-hoc duties as assigned.
Key Accountabilities
- Bachelor's degree or above in business-related disciplines;
- Around 1 to 2 years relevant working experience gained in financial companies;
- Possession of an aspiration to be involved in client servicing industry on a long-term basis;
- Possession of a strong analytical mindset and a sense of ownership and commitment;
- Ability to establish good working relationships with stakeholders;
- Excellent command of Chinese (Cantonese and Mandarin) and English.
Other Information
- Please apply in strict confidence with full resume, academic record, current and expected salaries.
- The personal data provided will be used for consideration of recruitment only. All personal data of unsuccessful candidate will be destroyed within 24 months.
- Candidates with Enhanced Competency Framework (ECF): please state on the CV.
職位要求
- 擴充客戶組合
- 處理客戶開戶
- 處理客戶查詢
- 處理日常交易
技能
客戶
服務
分析
交易