Customer Services Specialist - Investment Advisory

Customer Services Specialist - Investment Advisory

My client a leading bank is seeking an experienced Customer Services Specialist to help provide investment advice to their everyday customers. The ideal candidate will hold a valid Hong Kong Securities & Investment Institute I license, and will be responsible for providing financial guidance to clients over the phone.

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 at 8.00AM.

Qualifications

• 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.

Benefits

• Great work culture, joining young, like-minded individuals
• Competitive salary and performance-based incentives.
• Health insurance and retirement benefits.
• Ongoing training and professional development opportunities.