About the role
FinEx AI summary
This role serves retail customers by phone, email, video and online chat, executes stock, FX margin, futures and investment-linked product orders, and cross-sells when appropriate. It also handles customer complaints and assists superiors with implementation of unit policies; shift duty may be required.
Core skills
HKSI qualificationRetail banking products and servicesMulti-channel customer service (phone, email, video, online)Cross-sellingTelephone stock trading executionForeign exchange margin trading