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

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Presentation transcript:

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 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.

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

Career Path  Customer Services Officer  Customer Relationship Manager  Relationship Officer  Assistant Relationship Manager  Relationship Manager

Qualified Examination

Regulated Activity Recognised Industry QualificationsLocal Regulatory Framework Papers RepresentativesResponsible OfficersRepresentativesResponsible Officers 1LE Papers 7+8LE Paper 1LE Papers 1*+2 2LE Papers 7+9LE Paper 1LE Papers 1*+3 4LE Papers 7+8LE Paper 1LE Papers 1*+2 5LE Papers 7+9LE Paper 1LE Papers 1*+3 6LE Papers 7+11LE Paper 1LE Papers 1*+5 8LE Papers 7+8LE Paper 1LE Papers 1*+2 9LE Papers 7+12LE Paper 1LE Papers 1*+6

Examination Papers No. of Questions (MC) Duratio n (minute s) Examination Fee Regulatory Papers Paper 1 Fundamentals of Securities and Futures Regulation (Core) 6090 HK$600 each Paper 2 Regulation of Securities4060 Paper 3 Regulation of Derivatives4060 Paper 5 Regulation of Corporate Finance4060 Paper 6 Regulation of Asset Management4060

Practical Papers Paper 7 Financial Markets (Core)6090 HK$380 each Paper 8 Securities4060 Paper 9 Derivatives4060 Paper 11 Corporate Finance4090 Paper 12 Asset Management4060

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