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Manager, Brokerage Business, Wealth Management

Manager, Brokerage Business, Wealth Management

CITIC CLSAHong Kong
10 天前
职位描述

Responsibilities

  • Call Centre
  • Service duties : Handle customer enquiries by phone or email relating to general enquiry, products / service launch, stock trading and any service requests by clients.
  • Sales duties : Support the account opening process, including Know Your Client (KYC) procedures and risk disclosure. Assist with the entire client lifecycle post-account opening, including but not limited to order placements, fund transactions, and regular account reviews.
  • Assist in the development and testing of Omni-channel services and / or AI chatbots to improve customer interactions.
  • Conduct daily reporting, start / end of day processes, and system checks to ensure smooth operations.
  • Perform outbound calls in-relation to sales, services,pliance and audit initiatives.
  • Participate in system testing to ensure ongoing functionality and efficiency.
  • Perform any other job duties or projects as assigned by team manager.

Requirements

  • Bachelor degree or above in Business / Finance discipline with minimum 3 year’s working experience. Experience in a call center within the financial industry is preferred.
  • Experience in Omni-channel or AI chatbot development is highly preferred.
  • Attained relevant SFC licenses for carrying out Type 1 & Type 2 regulated activities; IIQE is a plus.
  • Strong customer service mindset with high dedication to service excellence. Exceptionalmunication, interpersonal, and problem-solving skills with both external and internal parties.
  • Solid understanding of securities trading and wealth management financial products.
  • Proficient in written and spoken English and Chinese ; fluency in Mandarin is a must.
  • Ability to work effectively under pressure and collaborate as a team player.
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    Job ID JR001434

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    Manager Wealth Management • Hong Kong