Relationship Manager Assistant (Wealth 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.

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