Relationship Manager Assistant, Wealth Management
Job Title: | Relationship Manager Assistant, Wealth Management |
Contract Type: | Permanent |
Location: | Hong Kong |
Industry: | Accounting & Finance |
Reference: | 53544_1683186072 |
Contact Name: | Samantha Chow |
Contact Email: |
Job Description
Responsibilities
- Act as the assistant of Relationship Managers
- Handle the phone calls and reply the enquiries from customers on behalf of the Relationship Managers if needed
- follow up customers' transaction instructions and clerical work
- 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
Click "Apply Now" to apply for this position or call Samantha Chow at +852 3180 4967 for a confidential discussion. All information collected will be kept in strict confidence and will be used for recruitment purpose only.

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