Job ref no.: CT3114389-01#7123

Customer Service Representative, Banking-Wealth Management

Spidernet Recruitment Services

  • 5-day week
  • 13-month pay
  • Dental plan
  • Discretionary bonus
  • Education subsidies
  • Housing allowance
  • Insurance plan
  • Medical plan
  • Paid overtime
  • K + 3 more


Customer Service Representative, Banking-Wealth Management



  • Manage daily transaction of various banking products via phone banking platform;
  • Handle customer equities and complaints over phone;
  • Assist FRM account opening and check information;
  • Call out clients for investment reminders such as stop loss or take profit or pricing hit according to client requests.


  • Form 6 graduate or above;
  • At least 2 years of relevant experience in banking or investment industries;
  • Have basic knowledge of mutual fund, stock, bond, insurance, currency or personal investment experience is preferred;
  • Holder of Hong Kong Securities and Investment Institute (HKSI) and Insurance Intermediaries Qualifying Examination (IIQE) license;
  • Customer-oriented and strong communication skills;
  • Fluent in Cantonese, English and native Mandarin is a must;
  • Immediately available is preferable.



Interested parties please send your application (in MS Word Format) by clicking Apply Now

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More job information
Job ref no. CT3114389-01#7123
  • N/A
Job Function
Employment Term
  • Full-time
  • 2 years - 7 years
Career Level
  • Non-management level
  • Diploma or equivalent
  • Asso. Deg or High Dip
  • Degree