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Posted on 2023-05-24
Assistant Relationship Manager, Customer Contact Centre (Retail Banking Department)
Job MatcherResponsibilities:
- Attend to service hotlines; provide quality services through various electronic means to accommodate customers' requests
- Work closely with the Relationship Managers and Financial Services Managers in driving treasury businesses to achieve sales target assigned
- Conduct in-bound and out-bound calls to customers, executing transactions on FX, equity linked & currency linked investment; providing timely market update to customers and implementing sales initiatives
- Strengthen relationship with customers to identify customers' needs and recommend appropriate financial services to meet their needs
- Support new projects and AI enhancements to meet business needs
- Take customer voice and feedback into consideration and actively liaise with relevant parties for improvement
Requirements:
- Degree holder
- Minimum 1 years' experience in financial institution with sound knowledge of various investment & banking products a must
- Passes in the Insurance Intermediaries Qualifying Examinations & Hong Kong Securities & Investment Institute Licensing Examinations
- Excellent command of spoken and written English and Chinese; fluency in Putonghua a must
Skills
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Company Overview
We are a well established bank founded in 1933. Since 2008, the bank has become a member of the China Merchants Bank ("CMB") group, the sixth largest commercial bank by total assets in China and currently among the top 100 banks in the world. "United, Professional, Enterprising" (「團結、專業、進取」) are the essence of our corporate culture. Following the motto of "Progress with prudence, service with sincerity" (「進展不忘穩健 服務必盡忠誠」), the Bank provides comprehensive banking service to customers.
We are determined to offer our staff a platform with diversity for their personal growth and career development. We treasure talent and reward them for the values they create with their professionalism, proactiveness, creativity, teamwork and commitment to thrive for excellence.
To cope with our business expansion, our Bank is inviting high calibre candidates to apply for the following position:-
