Customer Service Executive

by in Banking & Financial Services    4th Jul, 2019    HKD 15k - HKD 20k

Customer Service Executive


One of the largest independently-owned financial advisory firms in Asia is now expanding their business in Hong Kong.


  • Supporting client on-boarding process including preparation of client proposals, Know Your Client process, product presentation, case follow-up, etc.
  • Maintaining relationships with clients and partners
  • Handling enquiries from clients and partners
  • Continuous follow-up such as client reminders, regular review, etc.
  • Familiarizing with product information and relevant materials
  • Liaising with Insurance companies on clients’ issue 
  • Facilitating other ad-hoc assignments


  • Recognized diploma or University graduates in any disciplines
  • Young and vibrant, detail-minded, well-organized, responsible and good interpersonal skills
  • Prior working experience, 1-3 years in finance industry will be an advantage but not a must
  • Fresh graduates are welcome/ IANG visa holders welcome to apply
  • IIQE license holder will be an advantage
  • Good command in both written and spoken English and Mandarin
  • Proficient in MS Office applications (Words, Power point, Excel, etc.)

What you'll get in return

  • Attractive package and annual bonus
  • Accelerated career growth 
  • Medical and dental insurance coverage
  • Work life balance culture

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