Job ref no.: CT3116128-01#5216

Senior Officer -Customer Services ( 5 days work)

Heng Yep International Wealth Management Limited

Benefits
  • 5-day week
  • Medical plan

Main Responsibility

  • Customer Relationship Management
  • Clients within 24 hours upon client enquiry.
  • Prepare materials for client meeting and organize clients meetings
  • Ensure the accuracy of New Business Application before submission  
  • Update the latest compliance requirement for consultants
  • Follow up licence registration and renewal of consultants’ licence
  • Support marketing activities for existing client  
  • Perform ad hoc tasks as required
     

Skill & Experience

  • Form 7 or above
  • Minimum 2 years of working experience
  • Proficiency in MS office, word, Excel, & Power Point
  • Good command of written and spoken English & Chinese, including Putonghua
  • Excellent telephone manner, interpersonal and communication skill
  • Strong customer oriented, responsible and able to work under pressure
  • Maintain harmony working environment
     

Working location - Central, Hong Kong

Working hours - 9:00 – 6:00 (Monday – Friday)
Medical Insurance

Interested applicant, please email your resume with present and expected salary by clicking Apply Now.

Personal data will be used for recruitment purpose only.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

More job information
Job ref no. CT3116128-01#5216
Salary
  • N/A
Job Function
Industry
Location
  • Central
Employment Term
  • Full-time
Experience
  • 2 years - 8 years
Career Level
  • Middle management level
Education
  • F.5- F.7 or DSE
  • Diploma or equivalent
  • Asso. Deg or High Dip