Relationship Manager Support (Non sales) - Retail Banking
Wealth Dimensions Consultancy Limited
- Company Industries：Human Resources Management/Consultancy
Job Information
- Post Date：2022-07-20
- Career Level：Middle
- Location：Not Specified
- Yr(s) of Exp：1 years
- Qualification：School Certificate
- Employment Type：Full Time
- Job Function：Banking / Finance Retail Banking Others Wealth Management
- Benefits：Life insurance, Medical insurance, Performance bonus, Five-day work week
Job Description
Our client is leading bank in Hong Kong, and now looking for the High Calibre candidates to join their position of Relationship Manager Support.
Responsibilities :
- 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
- 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
- Handle the phone calls and reply the enquiries from customers on behalf of the Senior Relationship Managers
- Visit customers if needed to follow customers' transactions.
- Assist the Senior Relationship Managers in customer analysis, check the MIS reports and systems regularly
- Handle account opening, phone call and customer enquiries.
- HKDSE or above, with qualifications in IIQE & HKSI
- At least 1 years’ experience in retail banking industry
- Familiar with banking products, operations, relevant policies and procedures
- Familiar with investment, insurance, retail banking and financial service and relevant legal requirements
- Sound communication and customer relationship management skills with positive attitude
- Good command of both verbal and written English and Chinese
All data collected will be used for recruitment purpose only & will be used strictly confidential. Please note that only shortlisted candidates will be notified
Company Info
Wealth Dimensions Consultancy Limited is a well established recruitment firm. We are the expert in recruiting talents for Banking and Finance industry.
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