Responsibilities:

• Deliver quality services to customers of Cross-boundary Wealth Management Connect through inbound and outbound calls in order to achieve business targets
• Identify existing and prospective customers' financial needs, including both products and services
• Responsible for the online account opening for local and cross border customer
• Propose resolutions and ensure formulations are in line with the overall business strategic goals, particularly optimize the retention of existing customers
• Assist the superiors in implementing in accordance with the unit development guidelines and policies
• Address customer feedback / complaints professionally

Requirements:

• Degree or above is preferred
• Possess qualifications in HKSI
• At least 2 years of relevant working experience in banking / financial institution, customer services experience a definite advantage
• Independent, self-motivated, customer-centric and able to work under pressure
• Excellent interpersonal and communications skills with good command of English and Chinese in both verbal and written including Putonghua
• Proficient in PC applications, such as MS Office and Chinese inputs
• May required on-shift duty as needed
• Applicants with less experiences will be considered as Teleservices Executive
• Applicants with more experiences will be considered as Teleservices Manager

If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course. For details, please click here .