Assisting clients having issues logging in or navigating on the website, both in person and on calls / Zoom.
Resolve client inquiries and problems through effective interaction with clients, advisors, product partners, operations and other staff in a timely and professional manner.
Assisting internal partners having inquiries on the service and functionalities offered.
Provide detailed demo of the system and benefits of using the digital tool set to both internal and external clients, sometimes in a forum in front of an audience.
Manage small projects related to Private Banking’s website constant enhancements, reviewing business requirements and technical specifications and performing User Acceptance Tests.
Bachelor's degree required with minimum 3-4 years’ experience in financial services, with online banking and or client support would be a plus.
English, Mandarin & Cantonese : Fluent written & spoken.
Strong interpersonal, verbal and written communication skills
Proficiency with MS Office Power Point and Excel. Experience with QlickSense a plus.
The ideal candidate will need to : Work independently but at the same time be a highly participative team member, Be resourceful with good analytical skill and ability to perform systematic troubleshooting techniques.
Able to multi-task and manage priorities effectively and ability to adapt to a rapidly changing business and technology environment.