Customer Services Specialist - Investment Advisory
Customer Services Specialist - Investment Advisory
Posted on :
01-05-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
Customer Services Specialist Investment Advisory
My client a leading bank is seeking an experienced Customer Services Specialist to help provide investment advice to their everyday customers. The ideal candidate will hold a valid Hong Kong Securities & Investment Institute I license and will be responsible for providing financial guidance to clients over the phone.
Responsibilities:
- Conduct outbound and inbound calls to clients to provide investment guidelines and recommend suitable financial products.
- Assess clients financial situations risk tolerance and investment goals to provide personalized recommendations.
- Stay updated on market trends investment products and regulatory requirements to ensure compliance.
- Build and maintain strong relationships with clients to enhance customer satisfaction and retention.
- Collaborate with team members and other departments to meet sales targets and deliver exceptional service.
- Document client interactions and update customer records accurately in the database.
- This is a shiftbased role with the earliest at 8.00AM.
Qualifications:
- Valid Investment Advisor license such as HKSI certification.
- Experience in a call center or customer service role preferably in the financial services industry.
- Excellent communication skills and the ability to explain complex financial concepts clearly.
- Strong customerfocused approach to work.
- Fluency in Cantonese English and Putonghua.
Benefits:
- Great work culture joining young likeminded individuals
- Competitive salary and performancebased incentives.
- Health insurance and retirement benefits.
- Ongoing training and professional development opportunities.
Employment Type
Full Time
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
