Job Responsibilities:

• Provide professional services to clients
• Handle customer enquiries and service requests in a timely and professional manner
• Refer to clients’ investment needs and provide relevant product information and service
• Ensure client’s information and accounts are updated, documented and filed in accordance to internal guidelines, applicable rules and laws
• Participate in marketing and promotional activities
• Prepare reports for management review
• Coordinate with internal and external parties for smooth services delivery 

Job Requirements

• F.5 & above
• 2 years relevant experiences, prior working experience in financial institutions is preferred but not a must
• Good command of spoken and written English and Cantonese is a must. Proficiency in Mandarin is an advantage
• A good team player with excellent interpersonal skill and proactive attitude. Detail-minded, well-organized with strong sense of responsibility.
• Proficient in MS Word, Excel, PowerPoint and Chinese Word Processing.
• Immediately availability preferred