Download presentation
Presentation is loading. Please wait.
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 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
8
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
9
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
10
Salary Customer Services Officer Basic Salary $8000 Low interest rate for mortgage
Similar presentations
© 2025 SlidePlayer.com. Inc.
All rights reserved.