Relationship Manager Assistant (Wealth Management)

Job No.: 494814
Employment Type: Full time
Departments: Personal Banking and Wealth Management Department
Job Functions: Administration / Secretarial, Business Development, Customer Service, Relationship Management

Responsibilities:

• Act as the assistant of Senior 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 Senior 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 Senior Relationship Managers if needed
• Visit customers if needed to follow up customers’ transaction instructions and clerical work
• Assist the Senior 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

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.

We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidate. Interested parties, please submit your application online. For details, please visit our website http://www.bochk.com

To apply: https://careers.pageuppeople.com/798/cw/en/job/494814?lApplicationSubSourceID=11232

Data collected would be used for recruitment purposes only. It might also be disclosed to our subsidiaries or Associated Companies to process the information for appointment. Applicants who do not hear from us within 8 weeks may consider their application unsuccessful and their data will be destroyed within 12 months of receipt.