客户服务

Scope of Responsibilities:

Provide sales support to Relationship Managers for account opening and maintenance, transaction execution and handling clients’ enquiries etc.

Prepare business analyst report, presentation materials and maintain client database

Find solutions based on clients’ problems on bond duration

Develop and maintain good business relationship with clients and other internal and external stakeholders

Participate and assist to organize business events to build client relationship

Assist Relationship Managers to formulate standardized operations procedures for client service

Skills / Qualifications:

Final year students or graduates from local or overseas universities in Finance, Economics, or related disciplines

Obtain MAS license by attending to licensing paper exams within a short period of time after joining

Attention to Details, proactive, customer-orientated, excellent interpersonal skills and able to work under pressure

Excellent verbal and written communication skills in English and Chinese (Mandarin is a must)

Strong working knowledge of MS Office/Excel/PowerPoint

Genuine interest and ambition to develop a long-term career in Wealth Management businesses

Immediately available is highly preferred