Customer Service Executive
finexis advisory (HK) Limited
Company User
finexis advisory (HK) Limited About us: We, finexis advisory (Hong Kong) Limited, is one of the insurance brokers in HK. We work with fund management companies, banks, insurers, investment platfo...Know more
About us
We, finexis advisory (HK) Limited, is one of the insurance brokers in HK. Our mission is to provide a welcoming, energetic, supportive and trustable environment for colleagues who work in our Company.
We provide a path to success for those who wants it, gets it & has the capacity to achieve it. Our colleagues form the backbone of the company. Their growth is of primary importance to us because we believe that as long as we focus on their growth, the company will grow.
We are now expanding our insurance brokerage business in Hong Kong. For those who are looking for greater insight on the finance industry and fast track career progression, this will be an outstanding career development opportunity. Do you want to join us?
Job Highlights
• Fresh graduates are welcome
• Involve in supporting new business and on-going client services
Job Description
Responsibilities
• Supporting client on-boarding process including preparation of client proposals, Know Your Client process, product presentation, case follow-up, etc.
• Maintaining relationships with clients and partners
• Handling enquiries 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
Requirements
• Recognized diploma or University graduates in any disciplines
• Young and vibrant, detail-minded, well-organized, responsible and good interpersonal skills
• Prior working experience, 1-3 years in finance industry will be an advantage but not a must
• Fresh graduates are welcome
• IIQE license holder will be an advantage
• Good command in both written and spoken English and Mandarin
• Proficient in MS Office applications (Words, Power point, Excel, etc.)
What we offer
Attractive package + Annual Bonus
Accelerated career growth
Medical and dental insurance cover, annual leave
Work life balance culture
Work Type: Permanent, Full time
Location: Hong Kong (Tsum Sha Tsui)
Please do not provide sensitive info such as HKID, Back Account and Credit Card Number when you apply the job post.
Don't believe in job advertisements requiring barely any experience or qualifications but offering a good sum of money.