This job is already expired. Here to continue job search.
Recruit Ref: L05527624
Posting Date: 2022-08-12
Relationship Manager Assistant (Supporting role), Banking

Job Highlights

  • To assist the Relationship Manager
  • Minimum of 2 years' banking experience


Job Responsibilities:

  • Act as the assistant of 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 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 Relationship Managers if needed
  • Visit customers if needed to follow up customers’ transaction instructions and clerical work
  • Assist the Relationship Managers in customer analysis, check the MIS reports and systems regularly
  • Manage the use of internal resources of the team, e.g. ensuring the normal operation of equipment, promptly handling of incoming fax, managing the IDD and fax to overseas, etc

Job Requirements:

  • 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
  • Sound communication and customer relationship management skills with positive attitude
  • Good command of both verbal and written English and Chinese
  • Familiar with common software, e.g. Word, Excel and Powerpoint, etc.

Banking / Finance / Securities / Investments 
Job Position Level:
Employment Term:
Full Time / Permanent 
Min. Edu. Level Req:
Minimum QF Level attained:
Total Working Exp:
This job is already expired. Here to continue job search. is an online website providing source of employment opportunities. Explore jobs in banking like credit approval jobs, private banking jobs and mortgage jobs. Search other job vacancies in the logistics, merchandising, customer services, retail and software engineering. Other employment terms including contract, part time, and temporary are listed in the site. management trainee and graduate trainee opportunities can be found as well.
Maximum 5 Temporary Records Limit Reached!
Please Login or Register!
Recruit will store the information provided relating to your preference for jobs and your personal details in our proprietary database. This information is held in the strictest confidence and will not be disclosed to any third party without your prior approval. We may use the personal data we collect to notify you about our new services and special offers. However, if you request to delete your personal information from our database, please contact us at