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Recruit Ref: L050380114
Posting Date: 2021-12-03
中原金融集團 Centaline Financial Group
中原金融集團 Centaline Financial Group

Centaline Financial Group is a subsidiary of Centaline Group under the management of Mr. Shih Wing-ching, the founder of Centaline Group. To strive for our goal “以客為本,共同創富”, our professional Wealth Management Team provides One Stop excellent financial planning services to our valuable clients.

公司網址: / 電郵

Relationship Manager / Customer Service Representative / 客戶服務人員 / 顧客關係經理


  • Providing customer service and sales support that span across various customer segments;
  • Providing quality written communication via digital service channels and platforms to resolve customer enquiries;
  • Offer relevant products, services and solutions across multiple digital platforms in a timely manner;
  • Provide an engaging and proactive service for customer needs.


  • A HKCEE (Hong Kong Certificate of Education Examination) or HKDSE (Hong Kong Diploma of Secondary Education) holder with relevant working experience, or holder of associate degree, higher diploma or degree from a tertiary institution;
  • Strong written communication skills in local language and English;
  • Fluency in Cantonese, English and Putonghua;
  • Proficiency in navigating through multiple digital platforms and applications with minimum typing speed of 30 words per minute in Traditional Chinese;
  • Hands-on experience in customer service roles, where active listening and effective questioning are required;
  • Holders of IIQEs (1, 2, 3, 4, 5) qualification with 2 year(s) work experience
  • Qualified for SFC license (type 1, 7, 8) is preferred.

We Offer:

  • Providing basic salary (base on the applicant’s experience), and competitive commission scheme;
  • Business referral bonus;
  • Comprehensive professional training programs.

How to Apply:

Interested parties please send a detailed resume to us.

Any enquiries, please contact Ms Mak by phone, Wechat or Whatsapp at (+852) 69390685.

(Data collected will be kept strictly confidential and used for recruitment purpose only)


客戶服務人員/ 顧客關係經理


  • 以客為先,提供各種客戶服務;
  • 透過社交媒體和電子郵件等數碼服務方式進行溝通及理解客戶需要;
  • 提供相關產品、服務和問題解決方案,有需要會將客戶轉介至相關部門;
  • 主動跟進後續情況。


  • 香港中學會考或文憑考試考獲五科合格 (包括數學科及中國語文科或英國語文科合格) 或 具備更高學歷;
  • 優秀的中英語文書寫及溝通能力;
  • 流利廣東話,英文及普通話;
  • 熟練使用電子平台作溝通,繁體中文打字速度不低於每分鐘30個字;
  • 具備客戶服務經驗者優先;
  • 已考取保險及投資產品牌照 (保險券一、二、三、四、五) 及 兩年相關經驗;
  • 持證監牌照 (卷一、七、八) 者優先。


  • 提供基本薪金(根據求職者經驗而定) 及 可觀佣金系統;
  • 轉介業務獎金;
  • 專業內部培訓。


可透過以下方式查詢及遞交履歷:(電郵) 或 (電話/微訊/Whatsapp) (+852) 69390685聯絡麥小姐。

Job Position Level:
Employment Term:
Full Time / Part Time 
Min. Edu. Level Req:
F.5 / HKCEE 
Minimum QF Level attained:
Total Working Exp:
Yau Tsim Mong District / Tsim Sha Tsui
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