Financial Services Consultant

1 month ago

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

About IO TECH SOLUTIONS LIMITED

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We are a leading bank seeking an experienced Financial Services Consultant to help provide investment advice to our everyday customers. The ideal candidate will hold a valid Hong Kong Securities & Investment Institute I license and be responsible for providing financial guidance to clients over the phone.

Key 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 shift-based role with the earliest start at 8:00 AM.

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.

Compensation and Benefits:

  • A competitive salary of $HKD 40,000 - $HKD 60,000 per month, depending on experience.
  • Performance-based incentives and bonuses.
  • Comprehensive health insurance and retirement benefits.
  • Ongoing training and professional development opportunities.

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