Customer Service Executive

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finexis advisory (HK) Limited

公司用戶

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...了解更多

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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)

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