Assistant Relationship Manager
Wing Lung Bank Ltd.
Isla de Hong Kong, Hong Kong
4天前

Responsibilities

  • Attending to service hotlines; providing quality services through various electronic means to accommodate customers' requests
  • Working closely with the Relationship Managers and Financial Services Managers in driving treasury businesses to achieve sales target assigned
  • Conducting 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

  • Strengthening relationship with customers to identify customers' needs and recommend appropriate financial services to meet their needs
  • Requirements

  • 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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