Job Description
● Handle inbound and outbound calls, and resolve customer enquiries, transactions and requests on investment products and services related
● Support transactions investigation and assess the complaint allegations competently, diligently, fairly and promptly
● Follow up verbal and written reply letter to complainant / regulator
● Cooperate with other teams and team members to ensure timely resolution of customer requests and problems
● Escalate issues as appropriate and ensure accuracy and compliance of all requests to be completed with good quality standards
● Provide support to management and recommend productivity / service improvement
● Support ad-hoc tasks of business needs, such as support BCP service
Job Requirements
● Graduated in Finance / Business or relevant discipline
● 5+ years of customer service experience in relation to investment funds, candidates with less experience but has good potential and qualifications will also be considered
● Experience in wealth management products preferred
● Passed HKSI paper 1,7,8 & IIQE
● Excellent telephone manner and service attitude with good interpersonal skills and able to follow through on commitments to customers
● Mature and pleasant personality
● Self-motivated and able to work independently
● Fluency in Mandarin, Cantonese and English and ability to read and write in Chinese and English is essential
