Position Description
We are currently seeking a high caliber professional to join our team as Manager, Brokerage Business under the Call center, Wealth Management Business.
This is an expanding role designed to enhance our customer service and sales role operations. The candidate will play a pivotal role in leveraging new AI and call center technologies to elevate our team's performance and deliver exceptional service to our clients.
Key Areas of Responsibilities
- Call Centre
- Service duties: Handle customer enquiries by phone or email relating to general enquiry, products / service launch, stock trading and any service requests by clients.
- Sales duties: Support the account opening process, including Know Your Client (KYC) procedures and risk disclosure. Assist with the entire client lifecycle post-account opening, including but not limited to order placements, fund transactions, and regular account reviews.
- Assist in the development and testing of Omni-channel services and / or AI chatbots to improve customer interactions.
- Conduct daily reporting, start/end of day processes, and system checks to ensure smooth operations.
- Perform outbound calls in-relation to sales, services, compliance and audit initiatives.
- Participate in system testing to ensure ongoing functionality and efficiency.
- Perform any other job duties or projects as assigned by team manager.
Requirements
- Bachelor degree or above in Business / Finance discipline with minimum 3 years working experience. Experience in a call center within the financial industry is preferred.
- Experience in Omni-channel or AI chatbot development is highly preferred.
- Attained relevant SFC licenses for carrying out Type 1 & Type 2 regulated activities; IIQE is a plus.
- Strong customer service mindset with high dedication to service excellence. Exceptional communication, interpersonal, and problem-solving skills with both external and internal parties.
- Solid understanding of securities trading and wealth management financial products.
- Proficient in written and spoken English and Chinese ; fluency in Mandarin is a must.
- Ability to work effectively under pressure and collaborate as a team player.
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