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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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