Job ref no.: CT3117211-01#0048
CMB Wing Lung Bank Limited

Assistant Relationship Manager - Customer Contact Centre

CMB Wing Lung Bank Limited

  • 5-day week
  • Discretionary bonus
  • Insurance plan
  • Medical plan


  • Attend to service hotlines; providing 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



  • Degree holder preferably in business related discipline or equivalent
  • Relevant experience in financial institutions; sound knowledge of various investment 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


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More job information
Job ref no. CT3117211-01#0048
  • N/A
Job Function
Employment Term
  • Permanent
  • Full-time
Career Level
  • Non-management level
  • Degree