Relationship Support Officer (CBB) *** RM Assistant***

Principal responsibilities

• Provide efficient, direct support to Relationship Manager in delivering a consistent, high quality customer services to maintain active customer contact and improve portfolio intimacy and customer connectivity including answer incoming phone calls for Relationship Manager

• Strengthen customer relationship with Relationship Manager by proactively fulfilling their Retail Banking needs so as to improve customer satisfaction

• Proactively solicit business referral to support Relationship Manager to grow their business portfolio & activity planning

• Initiate and maintain effective communication and cooperation with paired Relationship Manager in achieving business target

• To ensure smooth daily administrative and operations support are right in place for Relationship Manger in handling customers and working counterparts related matters

Qualifications

• University degree in Business Management, Banking, Finance or a related discipline OR other relevant qualification is preferable

• Minimum 2 years of work experience in banking/financial services work experience.

• Strong sales and customer service orientation, with self-motivation and ability to work under pressure

• Good communication and interpersonal skills, proficiency in both English and Chinese, with proficiency in Putonghua will be an advantage

• Good understanding of banking products market trend, product knowledge, and product development

• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

• Pass the Hong Kong Securities Institute Licensing Examinations 1,7,8and fulfil the competency requirements to carry out regulated activities as defined under the Regulator

• More experience candidate, passes in the Insurance Intermediaries Qualifying Examinations I, II, III & Hong Kong Securities Institute Licensing Examinations 1,7,8 will be considered as Relationship Support Officer II

• RBW