Key Responsibilities
- Act as a point of contact for clients, maintaining strong relationships to understand their needs and provide personalized support.
- Facilitate the onboarding process for clients, ensuring compliance with regulatory requirements and internal policies.
- Coordinate with internal teams to ensure smooth account setup and activation.
- Provide ongoing support and assistance to clients, addressing their inquiries and resolving any issues in a timely and professional manner.
- Conduct regular client reviews to assess their satisfaction and identify opportunities for upselling or cross-selling services.
- Collaborate with sales team and financial product team to develop and implement strategies for client acquisition and retention.
- Stay up to date with industry trends, regulations, and market developments to effectively address client needs and provide relevant insights.
- Handle ad hoc projects assigned by team.
Skills
- Good communication and interpersonal skills, capable of establishing trust with clients
- Problem-solving skills, capable of quickly addressing customer concerns and challenges
- Strong team collaboration skills, able to work closely with internal teams
- Good time management and organizational skills, able to manage multiple tasks and projects effectively
- Market research and analysis abilities, capable of identifying market opportunities and competitive advantages
Education and Experience Requirements:
- Bachelor’s degree with major in business administration, marketing, finance, economics or relevant discipline
- At least 1-year related experience in customer services or sales role in the digital currency or financial sector.
- Knowledge of the digital currency market and industry, understanding of basic concepts and principles is preferred
- Familiarity with Hong Kong financial markets and regulations is a plus
- Passed HKSI paper 1,7,8 or licensed with SFC Type 1 is preferred
- Sound PC knowledge
- Good command of spoken & written English & Chinese (Cantonese & Putonghua)
(Fresh graduates will also be considered.)
