Deputy / Assistant Teleservices Manager - (Contact Centre, WMS - Cross Border)
Core
Deliver quality services to customers of Cross-boundary Wealth Management Connect through inbound and outbound calls to achieve business targets.
Role type
Teleservices Manager (Wealth Management)
Builds
Customer service interactions and account openings for local and cross-border clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, customer needs identification, online account opening, complaint resolution, strategic goal alignment, PC applications proficiency
Preferred skills
HKSI qualifications, 2+ years banking/financial customer service experience, English and Chinese (Putonghua) fluency
Responsibilities
Handle inbound and outbound calls for wealth management services, identify customer financial needs, manage online account openings, propose resolutions to optimize customer retention, address customer feedback and complaints professionally