Financial Services Expert
2 weeks ago
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.
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