Customer Relationship Officer

M2M wealth management

Jobs responsibilities 

To manage relationship with value customers 

To acquire, develop and retain relationships with potential value customer 

To analyze short and long terms financial needs of clients 

To provide financial solutions which fulfills the needs of customers to enhance wealth portfolio To organize and support customer events to deepen customer relationship 

Requirements 

HKCEE/DSE or above, with at least 1-year experience in banking, sales and customer service preferred ​Relevant experience in data handling and campaign implementation 

Efficient, self motivated and comfortable to work in a fast pace environment 

Pleasant personality with good presentation, communication and interpersonal skills Detail minded, self-initiative and able to work independently 

Fluent in both spoken and written English and Chinese, Mandarin is an advantage.

更多工作資料
薪酬 20,000 - 35,000 / 月薪
工種
  • 銀行 ‧ 金融服務 - 顧客服務 · 關係管理
教育程度
  • 學士
  • 副學士或高級文憑

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