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Customer Relationship Officer/Assistant

King View Human Resources Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2022-06-24
  • Career Level:Entry Level
  • Location:Quarry Bay
  • Qualification:N/A
  • Employment Type:Banking / Finance, Financial Services
  • Job Function:Banking / Finance  Financial Services
  • Benefits:Overtime pay, Performance bonus, Work from home, Flexible working hours

Job Description

Job Responsibilities

-       Providing clients with comprehensive financial planning and private banking services, including analytical advice, plan execution and management of business promotion and expansion

-       Good customer relationship management, conducting regular meetings and follow up with clients \

-       Main professional services include: personal insurance, financial management, asset and investment management, rick management, immigration tax planning, retirement and asset equity planning, etc.

-       Keep up quality service, provide professional advice and handle enquires to customers

Job Requirements

-       Possessing a university degree or higher diploma in any subject

-       Self-motivated, with the willingness to learn and meet the challenges inherent in a flexible market

-       Be comfortable being in a client-facing position, with a willingness to work to the role as needed

-       Willing to learn and understand complex subjects

-       Good command of both written and spoken English and Mandarin

-       Good communication and interpersonal skills

-       Proficiency in the use of Microsoft Word, PowerPoint, or Excel preferable

-       Flexible working schedule

Team Overview

Our team “Superior” is currently looking to expand our team and inviting candidates who are enthusiastic and motivated to join us. No prior experience is needed to succeed in this position, the team will provide all training required. Unlike traditional practice, we have a mature marketing and customer searching system, making personal connections are no longer the key to success. As long as you have aspirations, this is definitely the stage for you to shine.

Success is never the honour of one person, but the effort of a group of people. We hope to seek for individuals with different backgrounds, skills, and experiences, as to strengthen the capability of the whole team.

You may gain a higher income, more flexible working hours, more opportunities to learn and develop your own career path. Try to step out of your comfort zone and explore more possibilities, and We look forward to receiving your application.

All personal data collected will be used for recruitment purpose only and all information will be destroyed after 12 months.

工作職責

- 為客戶提供全面財務策劃、私人銀行服務,包括分析建議,計劃執行及管理業務推廣與拓展

- 客戶關係管理,定期與客戶面見及跟進客戶情況,與客戶建立並保持良好的關係

- 主要專業服務範圍包括:個人保障、財務管理、資產及投資管理、風險管理、移民稅務規劃、退休及資產權益規劃等等

- 保持優質服務,提供專業意見及處理客戶查詢

工作要求

- 擁有任何學科的大學學位或高級文憑

- 有上進心,願意學習並接受市場中的挑戰

- 樂於面見客戶,不會感到緊張

- 願意學習並理解複雜的內容

- 良好的英語及普通話的書面及口語能力

- 良好的溝通和人際交往能力

- 對MS Word, PPT, Excel等文書處理軟件有良好的理解和知識者優先

- 彈性的工作時間

團隊簡介

Superior正在擴大團隊,希望招攬更多有熱誠、幹勁的年輕人加入我們,無需任何經驗,我們會為你提供所需的一切培訓。我們有別於傳統的保險業,擁有成熟的市場營銷及尋找客戶系統,使自身人脈不再是成功路上的要訣,只要你有目標志向,這裡絕對是你大放異彩的舞台。

我們相信成功永遠不是由一個獨立個體完成的,我們希望尋找更多具有不同背景、工作技能、和經驗的人加入團隊,創造一個有實力及多元化的團隊。

你將可能獲得更高的收入、更靈活的工作時間、更多學習和發展自己職業生涯的機會。

嘗試走出自己的舒適圈,探索更多可能性,我們期待收到你的申請!

*收集的所有個人資料僅會用於招聘目的,所有資料會在申請後12個月後銷毀。

Company Info

As the Human Resources function becomes even more important in the success of a business, hiring the right professionals is essential. As a recruitment agency in Hong Kong, we, King View Human Resources Limited, is specialists in ensuring these needs are met.

King View Human Resources Limited is one of the leading licensed recruitment companies in Hong Kong, we specialize in servicing all levels of employment on permanent and temporary placement, have rich experience specific in thorough assessment & effective short-listing, with huge up-to-date database of candidates and employers, we can react to recruit promptly.

The mission of King View is to provide best recruitment services for both our corporate clients and job seekers in career development. We continue to deliver what is promised, and strive to add value beyond with is expected.

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