Wealth Management Representative

We are currently seeking a high-caliber talent to join our support team as a Senior Customer Services Officer.

Responsibilities:

• Handle inbound / outbound customers’ enquiries, resolving 100% of client issues in a professional and timely manner
• Work with sales team on potential business opportunities through inbound or outbound customer
• Handle product enquires and enrollment from Online to Offline (O2O) platform
• Handle after-sales services for clients such as confirmation call, service call and cross-selling of another product during the service call
• Maintain good relationship with clients and assist in sales deal processing and follow-up
• Support service to Sales Channel and work closely with face to face (F2F) Team
• Work on the marketing promotion to conduct service to sales to generate profits
• Assist to execute ad-hoc staff engagement projects when required; e.g.  post sales call and retention program
• Prepare regular performance reports and analysis for management review
• Perform other ad hoc duties as assigned

Work Hours & Location:

• Shift duty from Monday to Saturday (09:00am – 8:00pm); Off on Sundays and Public Holidays
• 5 days and 40 hours per week
• Mei Foo (near MTR station)

Requirements:

• HKCEE / DSE graduate or above with at least 2 years’ experience in insurance customer service
• Passed IIQE I, II & III is a must
• Knowledge in CRM systems
• Proficiency in MS Office and Chinese Word Processing
• Good command of written and spoken English and Chinese
• Customer service-oriented, a good team player with good interpersonal and communication skills, a strong sense of responsibilities
• Candidates with less experience will be considered as Customer Services Officer

We Offer:

• 14 days’ paid annual leave
• Comprehensive medical and dental coverage
• Attractive incentive bonus
• Structured training programme
• Staff discount
• Clear and excellent career path

Application Methods

1️⃣ WhatsApp your CV to 9020 1638

2️⃣ Click “Apply Now”

HKT is an equal opportunity employer and welcomes applications from all qualified candidates. Information provided will be treated in strict confidence and will only be used for recruitment-related purposes. Personal data provided by job applicants will be used strictly in accordance with the employer's privacy statement (www.hkt.com/privacy-statement), a copy of which will be provided immediately upon request.