Customer Service Executive

About us
We, finexis advisory (Hong Kong) Limited, is one of the insurance brokers in HK. We work with insurers, fund management companies, banks, investment platforms, we maintain good relationship and reputation with them. Our Singapore office also are one of the largest IFA in Singapore.

Our staff forms the backbone of the company. Their growth is of primary importance to us, because we believe that as long as we focus on our staff’s growth, the company will grow. We are now expanding our insurance brokerage business in Hong Kong. Do you want to join us?

Responsibilities

• Service exciting clients general inquiries
• Supporting clients/partners on-boarding process including preparation proposals, application, Know Your Client process, follow-up, etc….
• Handling enquiries from clients and partners
• Continuous follow-up such as client reminders, regular review, etc.
• Familiarizing with product information and relevant materials
• Liaising with third party like Insurance companies, banks on clients/partners issue
• Facilitating other ad-hoc assignments

Requirements

• Recognized diploma or University graduates in any disciplines
• Young and vibrant, detail-minded, well-organized, responsible and good interpersonal skills
• Prior working experience, 1-3 years in finance industry will be an advantage but not a must
• IIQE license holder will be an advantage
• Fluent in both written and spoken English and Mandarin