Job ref no.: CT3116128-01#5216

Senior Officer -Customer Services ( 5 days work)

Heng Yep International Wealth Management Limited

  • 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

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