Customer Service Executive

by Varsha Mankani in Banking & Financial Services    20th Sep, 2019    HKD 1k - HKD 1k    Hong Kong

Customer Service Executive


A well established financial advisory firm with operations in HK and Singapore. Job Highlights • Fresh graduates are welcome • Involve in supporting new business and on-going client services


  • 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
  • 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.)

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