Do you have a customer-oriented mission to serve? Do you like being at the front line and being the ambassador of the company? Does conversing with and helping others energise you? Are you a quick learner with exceptional remarkable skills and astute intuition? Does StashAway's mission to redefine investing and empower our customers to build their long-term wealth resonate with you? WE WANT YOU.
We are looking for eloquent and dedicated Client Engagement Executives to join our team, to play a key role in shaping our customers' experience with StashAway.
You believe that happy customers are crucial to a business' success, and want to create a wonderful experience for each of StashAway's customers. Being quick-witted, friendly and solution-oriented with customers and colleagues should be second nature to you. You will look for ways to constantly improve processes.
Responsibilities:
- Explain complex transactional and investment principles clearly, aiding customers to see the benefits of our products.
- Provide adequate and effective support by diligently investigating the problems and assuring customers with comprehensive solutions.
- Provide top-notch service to high-net-worth individuals (HNWI).
- Prepare slide decks and managing different client portfolios.
- Aware of regular market updates and keep up with the latest economic trends.
- Gain in depth hands-on experience by being involved in client meetings.
- Find innovative ways to continuously improve existing processes and customer experience.
- Act as the internal voice of the customer, offering insights to the Product and Investment teams to build a better product.
- Ability to facilitate open and direct communication when working with multiple teams to find rapid resolutions.
- Assist with the planning and execution of StashAway Academy events.
Requirements:
- Open only to Hong Kong Citizens or Permanent Residents.
Exceptional communication skills in Cantonese and English; Chinese will be an added advantage.
- Good knowledge of financial products.
- Enjoys and able to build rapport with customers and colleagues.
- Being able to think on your feet and express your thoughts succinctly.
- Able to multi-task and take responsibility in challenging situations.
- Interest in developing expertise in finance and personal investing.
- Meticulous attention to detail and organisational skills; able to juggle multiple priorities.
- Tenacious problem-solving mindset with strong follow-through and ownership.
- Technically savvy, specifically the ability to navigate multiple complex systems simultaneously to respond to customer inquiries.
- True team mentality committed to learning from and teaching others.
- Demonstrated ability to establish and improve upon processes.
- Passion for our customer-oriented mission and the ability to articulate it!
- Ability to learn quickly and problem solve on the fly with limited guidance.
- We have an annual Learning & Development budget of S$1,000/year for you to take charge of your upskilling and learning!
- 1-3 years of financial services industry experience in a client-facing role is preferred.