Customer Experience Specialist (Mandarin Speaker)

Responsibilities

• Support Wealth Management growth in B2B and B2C channels by engaging with advisors and clients
• Manage client interactions across various market segments, including retail and corporate
• Conduct manual system checks for ad-hoc projects as part of the monitoring and follow-up process
• Address service enquiries on the B2B FAME platform and collect feedback for platform improvement
• Apply knowledge of client onboarding requirements and regulations
• Assist with account onboarding and trade submissions within set timeframes
• Maintain familiarity with equities and wealth management products
• Generate standard and customised analytical reports for channels and B2B partners to inform decision-making
• Learn to execute and perform basic troubleshooting for Robotics Process Automation (RPA) processes
• Develop skills in RPA and related technologies to improve process efficiency <...