Responsibilities:

• Provide frontline customer service including account opening, transaction support, and product inquiries

• Identify client needs and recommend suitable banking products (e.g. savings, loans, insurance)

• Assist in cross-selling and upselling financial solutions to enhance customer portfolio values

• Ensure compliance with internal policies and regulatory guidelines (e.g. KYC, AML)

• Participate in promotional campaigns and client engagement activities

• Maintain accurate records and documentation for all customer interactions and transactions

• Collaborate with Relationship Managers and other departments to support client onboarding and servicing

• Resolve customer issues efficiently and escalate complex cases when necessary

Requirements:

• Bachelor’s degree in Finance, Business, or related discipline is preferred

• 1–3 years of experience in banking or financial services industry

• Qualifications in IIQE 1,2,3 are required

• Candidates with more experience in banking or financial services industry will be consider as Relationship Manager

• Strong interpersonal and communication skills

• Customer-focused mindset with proactive service attitude

• Good command of Cantonese, English, and Mandarin

BE MYJOB is a Recruitment Firm focus on Banking & Financial Services, IT and Fintech Recruitment. We are offering a full range of recruitment solutions for our clients and candidates. Our purpose is to build trusted, long-term relationships with you and your organization — often spanning decades and the course of your career. We work closely with our clients, sourcing and recruiting from a truly diverse talent pool to support their diversity strategies and provide them with the best possible candidates for their roles. We’ve established networks of genuine relationships that allow us to source the highest-quality talent and execute quickly to help you build your organization.