Private Client Services Professional
1 week ago
We are looking for a Private Client Services Professional who is passionate about delivering exceptional customer experiences. In this role, you will be responsible for handling client enquiries and resolving issues in a timely and professional manner.
The ideal candidate will have excellent communication and problem-solving skills, as well as a strong understanding of financial products and services.
Key Responsibilities:
- Handle client enquiries and resolve issues via phone, email, or in-person.
- Provide accurate and timely information on financial products and services.
- Collaborate with internal teams to resolve complex client issues.
- Develop and maintain knowledge of financial markets and trends.
Requirements:
- F.7/HKDSE or above.
- Relevant experience in financial services industry.
- Potential holder of SFC Type 1 (Dealing in Securities) and Type 2 (Dealing in Futures Contracts) licenses.
- Excellent communication and interpersonal skills.
- Ability to work under pressure and meet deadlines.
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