Responsible for daily customer service and relationship maintenance, proactive outreach, and regular follow-up, to enhance customer transaction frequency and asset activity;
Actively expand and manage local and overseas cooperation channels in Hong Kong, focusing on linking Hong Kong, US and stock investment-related resources, covering online self-media platforms, financial KOLs, offline peer or cross-industry institutions, etc., and accurately acquiring high-potential investment groups;
Continuously track Hong Kong stocks, US stocks and global financial market dynamics, collect policy adjustments, industry trends, competitive product movements, etc. key information, and provide effective support to the team's business strategy and customer solutions.
Work requirements
Holding a Hong Kong Securities and Futures Commission (SFC) recognized qualification or HKSI Paper 1 qualification certificate (mandatory requirement);
Bachelor's degree or above, with 1 to 3 years of experience in financial, securities, wealth management or related fields in customer sales/service;
Cantonese is the main working language, with fluent Cantonese communication and expression skills; at the same time, we can also use Mandarin and basic English for business exchange;
Have good learning abilities, goal-oriented thinking and self-motivation, and be good at business negotiations, resource integration and cross-team collaboration;
Strong stress resistance, good service awareness, and emphasis on customer experience and long-term relationship management;
Benefits
Monthly salary range: $18,000 - $20,000 depending on experience;
Commissions: Enjoy a percentage of your sales based on your performance;
Working hours: 5 days per week, combining front-line business rhythm;