Job ref no.: 110664

URGENT - Client Support Executive (CSE)


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

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More job information
Job ref no. 110664 (CT3114387-01#7020)
  • 13,000 - 18,000 / month
Job Function
  • Tsimshatsui
Employment Term
  • Permanent
  • Full-time
  • 1 year
Career Level
  • Non-management level
  • N/A