Customer Financial Service Officer (monthly salary over HK$50,000 including commission)
Seeds Financial Grou
- Company Industries：Insurance/Pension Funding
Job Information
- Post Date：2022-05-19
- Location：Causeway Bay
- Salary：HK$25,000 - HK$35,000 /month
- Employment Type：Full Time
- Job Function：Accounting Consulting Marketing / Public Relations Marketing - Brand / Product Management
Job Description
Job Summary:
The Customer Financial Service Officer - is a front line customer service provider to serve high-calibre customers with their financial needs.
To enhance the financial services that our team provides to our clients, this role requires good customer service knowledge, exhibit a professional attitude and be a team player to achieve sales and services goals.
Responsibilities:To enhance the financial services that our team provides to our clients, this role requires good customer service knowledge, exhibit a professional attitude and be a team player to achieve sales and services goals.
- Perform cost-benefit and needs analysis of existing/potential customers to meet their needs
- Establish, develop and maintain positive business and customer relationships
- Delivery quality customer services by providing accurate and sufficient information to clients as well as drafting concise and informative replies when necessary.
- Provide sales activities support, in organizing sales materials, preparing prospect proposal review, merchandise give-away items, turnover preparation, answering sales or client enquiries, etc.
- Maintain extensive accounts and client’s data for customer relationship management
- Keep up-to-date spending records, trace clients' billings, and prepare financial reports to clients.
- Assist in handling small scale corporate groups, social and internal event.
- Generate related reports for management.
- Self-motivated person is highly preferred
- Fresh-graduates are welcomed
- Knowledgeable in customer service industry
- Able to work independently
- Literate in PC applications including MS Word, Excel, PowerPoint and Chinese typing
- Good communication skills with spoken and written English, Cantonese, and Putonghua
Company Info
In partnership with one of the world's largest financial companies, Seeds Financial Group is the city's leading provider of wealth
management products. With the competence and expertise of our team, we offer customized financial advisory services, risk management planning and asset allocation strategies to meet the needs of our
clients from all walks of life to achieve their financial goals.
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