Assistant Relationship Manager - CMB Wing Lung Bank

Responsibilities

• Handle customer enquiry by providing quality service via inbound and outbound call
• Process customer investment and banking transaction correctly and effectively
• Participate in enhancement projects of system or AI functions
• Help deepen customer relationship by cross-selling Bank's services and products
• Other ad hoc tasks as assigned

Requirements

• Degree holder in Business/Finance or other financial related disciplines
• Minimum 3 years' experience in banking/financial institution with sound knowledge of various investment & banking products
• 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

Applicants of this job may be regarded as In-Scope Individuals of the Mandatory Reference Checking Scheme (MRC Scheme). It is a standardised reference-checking arrangement that is designed to support the integrity of “authorized institutions” regulated by the Hong Kong Monetary Authority (HKMA). Pursuant to the MRC scheme, our bank will conduct a mandatory reference check by requesting information from each relevant former and current employer of applicants. For more details on the In-Scope Individuals, please visit https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2.