Senior Wealth Services Officer
Based in Hong Kong SAR China
Core
Collaborate with sales staff to complete investment transactions by phone for retail investment products.
Role type
Senior Wealth Services Officer (Sales & Operations)
Builds
Investment transactions for Equity Link Investments, Investment Funds, Secondary Market Bonds, Currency Switching, etc.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment product knowledge, transaction processing, outbound calling, cross-selling, KPI achievement
Preferred skills
Putonghua fluency
Technologies
None stated
Responsibilities
Complete investment transactions by phone, process transactions adhering to operational procedures, conduct outbound calls for marketing and sales programs, support other hotlines
Seniority
Senior, experienced IC
