Relationship Support Officer

Job description

Our Client : A sizeable bank in HK

Role Overview :

Provide efficient, support to Relationship Managers in delivering a consistent, high quality customer services to maintain active customer contact and improve portfolio intimacy and customer connectivity including answer incoming phone calls for Relationship Managers

Proactively solicit business referral to support Relationship Managers to grow their business portfolio & activity planning

To ensure smooth daily administrative and operations support are right in place for Relationship Managers in handling customers and working counterparts related matters

Ensures all activities are in compliance with the requirement of the Bank and regulatory authorities

Ideal Profile :

University degree in Business Management, Banking, Finance or a related discipline OR other relevant qualification is preferable

Passes the Hong Kong Securities Institute Licensing Examination and IIQE preferred

Minimum 1 years of work experience in banking / financial services work experience

Strong sales and customer service orientation, with self-motivation and ability to work under pressure

Good understanding of banking products market trend, product knowledge, and product development

High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

Good communication and interpersonal skills, proficiency in both English and Chinese, with proficiency in Putonghua will be an advantage