Non-sales position in leading investment firm
Stable working hours
MNC company with great culture
A non-sales client servicing position to serve HNW clients for enquiries and complaints.
Products covered are within investment-services including mutual funds, MPF, and ORSO.
My client is one of the leading investment firms globally that provides investment solutions to their clients. The company invests above 350 billion USD globally across APAC, South America, Europe, and the Middle-East. They have a wide range of clients including institutional, HNW, and retail. My client is now looking for someone to join their client servicing team.
Handle inbound enquiries and complaints from clients and offer appropriate solutions.
Investigate any issues for clients and escalate to senior if necessary.
Assist the company to identify any issues with the client servicing model and develop the system for better service.
Perform UAT testing for system upgrades.
Generate reports based on data and analytics from various sources to identify insights on client behaviour.
Participate in projects and raise ideas for new initiatives.
Ensure to maintain the highest-quality standard on client servicing tasks.
Assist on ad-hoc duties assigned by the line managers.
Bachelor degree holder in business/finance/economics or related discipline.
Prior experience in the banking or fund management industry in a client servicing position.
Candidates with experience in data analysis and reporting will have an advantage.
Fluent in written & spoken Cantonese, Mandarin, and English.
Candidate with SFC/HKSI license and MPF license are preferred.
Open-mindedness and determination to complete tasks with a positive attitude.
Proficient in MS office applications.
20 Days annual leave
Family care leave
To apply online please click the ‘Apply’ button below. For a confidential discussion about this role please contact Matt O’Shaughnessy on +852 3602 2438
Years of Experience
Full Time, Permanent
Banking / Finance, Investment, Financial Services, Sales, CS & Business Devpt, Customer Service - Supervisor / Officer
In 2010, Page Personnel was launched in Hong Kong, complementing the Michael Page offering. Recruiting across the full range of junior roles, we join an international network of Page Personnel offices. As part of the Page Group, we are able to leverage on over 30 years of international recruitment experience and expertise. This has enabled us to deliver the results that you want - the best employees available quickly and with minimum fuss.
So if you’re looking to take your career to the next level, visit www.pagepersonnel.com.hk
Application link: https://hk.jobsdb.com/hk/en/Webflow/PopUpJobApplicationExternalLink?jobAdId=100003008480659®Country=hk&url=https%3A%2F%2Fwww.aplitrak.com%2F%3Fadid%3DbWF0dG9zaGF1Z2huZXNzeS40NzU3MS4yMjU4QHBhZ2Voay5hcGxpdHJhay5jb20