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Customer Service Officer / Senior Customer Service Officer (Ref: IFA/CSO/JD)

Sun International Wealth Management Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2015-06-10
  • Career Level:Middle
  • Location:Sheung Wan
  • Yr(s) of Exp:2 years
  • Qualification:Degree
  • Salary:Salary negotiable
  • Employment Type:Full Time
  • Job Function:Customer Service - Supervisor/Officer  Underwriter  Others  
  • Benefits:Dental insurance  Double pay  Education allowance  Five-day work week  Medical insurance

Job Description

Responsibilities:

  • Answer customer enquiries & complaints with professional manner via phone or computer and in person;
  • Providing professional customer service & relationship building;
  • Perform underwriting duties on ILAS; Insurance; MPF and Direct Fund products
  • Monitor underwriting results.

 

Requirements:

  • Higher Diploma or Degree Holder is preferable;
  • With experience in customer service in IFA is an advantage;
  • Good command of spoken in English, Cantonese & Mandarin;
  • Strong interpersonal & communication skills;
  • Good telephone manner & Communication Skill;
  • Tertiary education in Finance, Business or related disciplines;
  • Immediate Available is highly preferable.

 

 

We offer 5 day-work, bank holiday, birthday leave, volunteers leave, good career prospects & attractive remuneration packages,staff privilege – Green Life Program and fringe benefits for the right candidate.If you would like to take the challenge to stretch your ability and form part of our team, please send your full career details, together with your current and expected salary by email to recruit-wm@sunifg.com

 

 

 

Information provided will be treated in the strictest confidential and used only for recruitment related purposes. To ensure the smooth recruitment process, you are not necessary to resend your application within 3 months. Only short listed candidates will be contacted. All applications will be destroyed after 6 months.

 

 

Company Info

太陽國際財富管理有限公司(「太陽財富」) 是香港其中一家最具規模的保險經紀公司,香港專業保險經紀協會(PIBA)註冊成員編號 M248。太陽財富擁有超卓的財富管理團隊,為客戶訂製一站式未來生活保障及財富管理投資方案,根據不同的理財需求,評估風險,以多元化產品為基石,配合懇切真摯的服務態度,助客戶資產增值,傳承財富,實踐不同階段的人生計劃。

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