Responsibilities:

• Deliver quality services to customers of “Cross-boundary Wealth Management Connect” through inbound and outbound calls in order to achieve business targets
• Identify existing and prospective customers’ financial needs, including both products and services
• Responsible for the online account opening for local and cross border customer
• Propose resolutions and ensure formulations are in line with the overall business strategic goals, particularly optimize the retention of existing customers
• Assist the superiors in implementing in accordance with the unit development guidelines and policies
• Address customer feedback / complaints professionally

Requirements:

• Degree or above is preferred
• Possess qualifications in HKSI
• At least 2 years of relevant working experience in banking / financial institution, customer services experience a definite advantage
• Independent, self-motivated, customer-centric and able to work under pressure
• Excellent interpersonal and communications skills with good command of English and Chinese in both verbal and written including Putonghua
• Proficient in PC applications, such as MS Office and Chinese inputs
• May required on-shift duty as needed
• Applicants with less experiences will be considered as Teleservices Executive
• Applicants with more experiences will be considered as Teleservices Manager