Financial Services Expert

2 weeks ago


Hong Kong Island, Hong Kong SAR China IO TECH SOLUTIONS LIMITED Full time

IO TECH SOLUTIONS LIMITED is seeking an experienced Customer Services Specialist to join our team.

As a key member of our investment advisory team, you will be responsible for providing expert financial guidance to clients over the phone. The ideal candidate will hold a valid Hong Kong Securities & Investment Institute I license and have a strong customer-focused approach to work.

Key Responsibilities:

  • Conduct outbound and inbound calls to clients to provide personalized investment recommendations.
  • Assess clients' financial situations, risk tolerance, and investment goals to deliver tailored advice.
  • 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.

Requirements:

  • 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 customer-focused approach to work.
  • Fluency in Cantonese, English, and Putonghua.

Benefits:

  • Competitive salary: HK$50,000 - HK$70,000 per month.
  • Performance-based incentives.
  • Health insurance and retirement benefits.
  • Ongoing training and professional development opportunities.


  • Hong Kong, Central and Western District, Hong Kong SAR China deVere Group Full time

    At deVere Group, our mission is to deliver exceptional financial solutions to our clients. As a Financial Planning Consultant, you will play a crucial role in helping us achieve this goal.The ideal candidate will have a strong background in the Financial Services sector, with a proven track record of providing expert advice to clients. You will work closely...


  • Hong Kong, Central and Western District, Hong Kong SAR China BNY Full time

    About BNYAs a leading global financial services company, we empower our employees to grow and succeed. With nearly 20% of the world's investible assets under our management, we create solutions that benefit businesses, communities, and people everywhere.Our MissionWe continue to be a leader in the industry, recognized for our innovative approach and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Aon Full time

    About AonAon is a leading provider of risk management, insurance brokerage, and human resources consulting services. We help our clients make informed decisions that protect and enrich their lives.Job RoleAs a Senior Consultant for Rewards and Benefits, you will be part of our Talent Solutions team, working with clients in the financial services sector to...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    At Dah Sing Financial Group, we are seeking a highly skilled Financial Analyst Manager to join our team.About the RoleThe successful candidate will be responsible for analyzing and interpreting financial data, providing support to business units on management information required to drive the business, and preparing management reports in accordance with the...


  • Hong Kong, Central and Western District, Hong Kong SAR China Allen & Overy Full time

    A highly skilled and experienced professional is required to join the team at Allen & Overy as a Financial Services Manager - Working Capital Expert.About UsAllen & Overy is a leading international law firm with a strong presence in Asia. We provide high-quality legal services to our clients across various sectors, including financial services, energy, and...

  • AI Solutions Expert

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China Classy Wheeler Limited Full time

    Job OverviewClassy Wheeler Limited is seeking an AI Solutions Expert to join our team. As an expert in artificial intelligence (AI) and natural language processing (NLP), you will be responsible for defining AI solutions required to address Compliance requirements in the Financial Services Industry.About UsWe are an innovation company focusing on AI, speech,...


  • Hong Kong Island, Hong Kong SAR China IO TECH SOLUTIONS LIMITED Full time

    At IO TECH SOLUTIONS LIMITED, we are seeking a skilled Financial Services Advisor to provide expert investment guidance to our clients. As a key member of our team, you will be responsible for conducting outbound and inbound calls to clients to discuss their financial situations, risk tolerance, and investment goals.We are looking for an experienced...


  • Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Full time

    About Goldman SachsFounded in 1869, Goldman Sachs is a leading global investment banking, securities and investment management firm. Our commitment to our people, capital and ideas helps our clients, shareholders and the communities we serve grow.Job Title: Financial Services Professional - Compliance and Regulatory ExpertSalary: Estimated salary range is...

  • Financial Expert

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China One Arrow Consulting Full time

    At One Arrow Consulting, we are seeking a highly skilled Financial Expert to join our team. Key responsibilities includeManaging month-end closing, year-end audit, and tax filingLeading consolidation, financial statements, and reports, including P&L statements, balance sheets, and cash flow statementsAssisting in budgeting and financial forecastingAnalyzing...


  • Hong Kong, Central and Western District, Hong Kong SAR China IO TECH SOLUTIONS LIMITED Full time

    IO TECH SOLUTIONS LIMITEDA leading investment bank is seeking a highly skilled Data Governance Expert - Financial Services to join their Data Governance team.Key Responsibilities:Perform business analysis, gather requirements, and implement change management for Asia FDOs key deliverables.Design, test, and implement business processes, as well as manage...

  • Strategy Lead

    4 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China Pure Hong Kong Full time

    Job DescriptionThe Strategy Lead will play a pivotal role in driving the bank's strategic agenda, supporting C-suite members in executing their plans effectively and efficiently. This includes issue resolution, communication, and fact-based analysis to generate relevant hypotheses for senior management consideration.Key Responsibilities:Strategic Analysis...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing Financial GroupDah Sing Financial Group is a leading financial services provider in Hong Kong, offering a wide range of banking, insurance, and financial services through its extensive network of branches in Hong Kong, Macau, and Mainland China.


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing Financial GroupThe Dah Sing Financial Group is a leading financial services company in Hong Kong, offering banking, insurance, and other related services through its extensive network. With over 70 branches across Hong Kong, Macau, and Mainland China, we provide our customers with a wide range of innovative products and services.We value...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing Financial GroupThe Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, and other related services through its extensive network. We operate with a caring, teamwork-oriented culture that fosters progressiveness and inclusivity.We recognize that each individual brings unique talents and capabilities....


  • Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Securities Services Full time

    About BNP Paribas Securities ServicesWe are a leading European bank with an uninterrupted presence in the region since 1860, offering a wide range of financial services for corporate and institutional investors. Our services include corporate banking, wealth management, asset management, and insurance.We foster an inclusive workplace where all employees are...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing GroupThe Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China.We value a culture of caring, teamwork and progressiveness. Our task is to shape an environment where you can be your...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing Financial GroupThe Dah Sing Financial Group is a leading financial institution in Hong Kong offering a comprehensive range of banking and insurance services through its extensive network.Our core values include caring, teamwork, and progressiveness. We believe that every individual has unique talents and abilities, and our goal is to create an...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing GroupThe Dah Sing Group is a leading financial services conglomerate in Hong Kong, offering a range of banking, insurance, and financial services through its extensive network of over 70 branches in Hong Kong, Macau, and Mainland China.We are a caring and progressive workplace that values teamwork and individual growth. Our goal is to create a...


  • Hong Kong, Central and Western District, Hong Kong SAR China NexusSearch International Limited Full time

    NexusSearch International Limited Job Description">Job Title: Customer Service Operations Manager - Financial Services ExpertAbout the Role:">We are seeking an experienced Customer Service Operations Manager to join our team at NexusSearch International Limited. This is a fantastic opportunity to take your career to the next level and work with a dynamic...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing GroupDah Sing Group is a leading financial services organization in Hong Kong, offering a diverse range of services through its extensive network.We pride ourselves on a culture of care, teamwork, and progressiveness. We value individuality and recognize the capacity for growth in every team member. Our mission is to create an environment...