Customer Experience Specialist-Mandarin Speaker

Roles and Responsibilities:

• Support Wealth Management growth in B2B and B2C channels by engaging with advisors and clients.
• Manage client interactions across various market segments, including retail and corporate.
• Conduct manual system checks for ad-hoc projects as part of the monitoring and follow-up process.
• Address service enquiries on the B2B FAME platform and collect feedback for platform improvement.
• Apply knowledge of client onboarding requirements and regulations.
• Assist with account onboarding and trade submissions within set timeframes.
• Maintain familiarity with equities and wealth management products.

Requirements:

• Ability to work independently and complete tasks with minimal supervision.
• Organised, attentive to detail, and demonstrates strong follow-up abilities.
• Willingness to acquire new technological competencies and knowledge.
• Possession of a recognised diploma or degree in any discipline; finance qualifications from English-based universities are preferred.
• At least 1-3 years of relevant work experience is preferred.