comScoreTag
Job ref no.: 110664

URGENT - Client Support Executive (CSE)

CAHR

Job Description

  • Supporting client on-boarding process including preparation of client proposals,
  • product presentation, case follow-up, etc.
  • Maintaining relationships with clients and partners
  • Handling enquiries and complaints from clients and partners
  • Continuous follow-up such as client reminders, regular review, etc.
  • Familiarizing with product information and relevant materials
  • Liaising with Insurance companies on clients issue
  • Facilitating other ad-hoc assignments


Qualification requirements

  • Recognized diploma or University graduates with 1 year working experience
  • Detail-minded, well-organized, responsible and good interpersonal skills
  • Prior working experience in Wealth Management industry would be preferred
  • IIQE license holder will be an advantage
  • Good command in both written and spoken English as well as Mandarin
  • Proficient in MS Office applications (Words, Power point, Excel, etc.)
  • Candidate with sales experience would be considered as Senior Executive

Interest parties please click Apply Now to apply job.

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. 110664 (CT3114387-01#7020)
Salary
  • 13,000 - 18,000 / month
Job Function
Industry
Location
  • Tsimshatsui
Employment Term
  • Permanent
  • Full-time
Experience
  • 1 year
Career Level
  • Non-management level
Education
  • N/A