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Relationship Manager Assistant (Wealth Management)
Bank Of China (Hong Kong) LimitedHong Kong14 天前
职位描述Tertiary education or above, with qualifications in IIQE & HKSI Holders of CB Professional Qualifications and / or Awards will be preferred At least 2 years' experience in banking and customer service (Experiences in banking sales will be a definite advantage) Familiar with banking products, operations and relevant policies and procedures Familiar with investment, insurance, retail banking and financial service and relevant legal requirements Soundmunication and customer relationship management skills with positive attitude Goodmand of both verbal and written English and Chinese Familiar withmon software, Word, Excel and Powerpoint, etc.
Responsibilities
- Act as the assistant of Senior Relationship Managers by providing support in the aspects of customer relationship management, system operation, clerical and information preparation, transaction execution, filing and back-end support
- Assist the Senior Relationship Managers in making appointments with customers, handling customers' transaction instructions and post-sales follow-ups, providing clerical and back-end support
- Handle the phone calls and reply the enquiries from customers on behalf of the Senior Relationship Managers if needed
- Visit customers if needed to follow up customers' transaction instructions and clerical work
- Assist the Senior Relationship Managers in customer analysis, check the MIS reports and systems regularly
- Manage the use of internal resources of the team, ensuring the normal operation of equipment, promptly handling of iing fax, managing the IDD and fax to overseas, etc
Requirements :
Job ID 494814
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Relationship Manager • Hong Kong