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Client Support Executive (Junior-back; Senior-more front)

  • Negotiable (Base on Experiences)
  • 尖沙咀 Tsim Sha Tsui
Job Category Client Support Executive (Junior-back; Senior-more front)
Salary Negotiable (Base on Experiences)
Working Location 尖沙咀 Tsim Sha Tsui
Job Descriptions  Supporting client on-boarding process including preparation of client proposals, product presentation, case follow-up, etc.
 Maintaining relationships with clients and partners
 Handling enquiries and complaints from clients and partners
 Continuous follow-up such as client reminders, regular review, etc.
 Familiarizing with product information and relevant materials
 Liaising with Insurance companies on clients issue
 Facilitating other ad-hoc assignments
Job Requirements  Recognized diploma or University graduates with 1 year working experience
 Sales experience is a must condition
 Detail-minded, well-organized, responsible and good interpersonal skills
 Prior working experience in Wealth Management industry would be preferred
 IIQE license holder will definitely be an advantage
 Good command in both written and spoken English as well as Mandarin
 Proficient in MS Office applications (Words, Power point, Excel, etc.)
Given name

File format: PDF, Word, Excel
File size: Less than 5 MB

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