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Recruit Ref: L05527624
Posting Date: 2022-08-12
CHASSEUR PRO EXECUTIVE CONSULTANT LIMITED
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.

Summary
Industry:
Banking / Finance / Securities / Investments 
Job Position Level:
Middle 
Employment Term:
Full Time / Permanent 
Min. Edu. Level Req:
-- 
Minimum QF Level attained:
-- 
Total Working Exp:
-- 
Salary(HKD):
--
Benefits:
--
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