Money Concepts is a global financial institution with rich history in the independent wealth management business of more than 35 years. Money Concepts (Asia) is part of the worldwide network of Financial Planning Centers under Money Concepts, keyed to individual, family and business financial planning....

Money Concepts is a global financial institution with rich history in the independent wealth management business of more than 35 years.

Money Concepts (Asia) is part of the worldwide network of Financial Planning Centers under Money Concepts, keyed to individual, family and business financial planning. It is your global investment partner.

Customer Service Officer

Job level Entry
Work exp No work experience
Education F.5 - F.7 or DSE
Language Chinese - Cantonese
Location
Wanchai
Employment type Full Time
Industry Financial Services / Investment / Securities
Job function Banking / Finance > Account / Relationship Management
Published On 01/05/2019
  • Provide quality client support,prepare proposals & meeting report
  • follow up clients' enquiries
  • arrange meeting
  • build up good relationship with clients