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Customer Service

Customer Service. Nature. Responsible for providing a variety of retail customer transactions over the counter and promoting and cross-selling bank products and services to the serving customers. Requirement.

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Customer Service

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  1. Customer Service

  2. Nature Responsible for providing a variety of retail customer transactions over the counter and promoting and cross-selling bank products and services to the serving customers.

  3. Requirement Secondary education with 1-3 years relevant selling experience in banking field, presentable and with outgoing character. Passes in the MPF Intermediaries Examination, HKSI/Broker's Representatives Examination and Insurance Intermediaries Qualifying Examination would be an advantage.

  4. Specific Skills • Mature, initiative and independent • Excellent command of written and spoken Chinese and English • Strong interpersonal and communication skills • Able to work under pressure and tight schedules • Competent in PC

  5. Career Path • Customer Services Officer • Customer Relationship Manager • Relationship Officer • Assistant Relationship Manager • Relationship Manager

  6. Qualified Examination

  7. Regulated Activity Recognised Industry Qualifications Local Regulatory Framework Papers Representatives Responsible Officers Representatives Responsible Officers 1 LE Papers 7+8 LE Paper 1 LE Papers 1*+2 2 LE Papers 7+9 LE Paper 1 LE Papers 1*+3 4 LE Papers 7+8 LE Paper 1 LE Papers 1*+2 5 LE Papers 7+9 LE Paper 1 LE Papers 1*+3 6 LE Papers 7+11 LE Paper 1 LE Papers 1*+5 8 LE Papers 7+8 LE Paper 1 LE Papers 1*+2 9 LE Papers 7+12 LE Paper 1 LE Papers 1*+6

  8. Examination Papers No. of Questions (MC) Duration (minutes) Examination Fee Regulatory Papers Paper 1 Fundamentals of Securities and Futures Regulation (Core) 60 90 HK$600 each Paper 2 Regulation of Securities 40 60 Paper 3 Regulation of Derivatives 40 60 Paper 5 Regulation of Corporate Finance 40 60 Paper 6 Regulation of Asset Management 40 60

  9. Practical Papers Paper 7 Financial Markets (Core) 60 90 HK$380 each Paper 8 Securities 40 60 Paper 9 Derivatives 40 60 Paper 11 Corporate Finance 40 90 Paper 12 Asset Management 40 60

  10. Salary Customer Services Officer Basic Salary $8000 Low interest rate for mortgage

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