Responsibilities:
- Handle inbound calls regarding banking and investment products, account services, and general inquiries
- Provide accurate and compliant information in accordance with SFC and IIQE regulations
- Conduct KYC reviews to ensure regulatory compliance and mitigate risks
- Manage account closure procedures, including documentation verification, compliance checks, and finalization of customer records
- Assist customers with account-related requests (e.g., updates, freezes, or reactivations) while adhering to internal policies.
- Adhere to internal policies and regulatory guidelines during all customer interactions
- Work on rotating shifts from Monday to Friday
Requirements:
- Bachelors degree from a recognized university
- Holder of valid SFC Type 1 & Type 4 licenses
- Passed IIQE Papers 1, 2, 3, and 5
- Minimum 1 year of customer service or call center experience (banking or financial services preferred)
- Excellent communication skills in Cantonese, English, and preferably Putonghua
- Strong interpersonal skills and ability to work under pressure
- Familiarity with CRM systems and basic computer proficiency
- Willingness to work on shift schedules
Personal information collected is strictly for recruitment purpose only.