Assistant Financial Services Manager

Job Purpose:

To provide proactive service to walk-in customers and conduct selling and cross-selling of banking products to satisfy customers’ needs

The position you are applying for falls under the Mandatory Reference Checking Scheme.  You can learn more information by visiting the following link:https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2

Main Responsibilities: 

• Meet and exceed sales target assigned
• Responsible for full range of general banking products such as CASA, Cleaning Lending, Mortgage, Insurance and Credit Card.
• Actively acquire new customers through proactive sales effort
• Work to understand customers’ banking needs for selling and cross-selling products
• Make sales referrals to branch colleagues or other departments as appropriate
• Participate in localized or off-site promotional activities
• Work with product specialists where appropriate to provide services to customers
• Conduct operational procedures in a compliant manner by following the Bank’s policy and procedures

Incumbent Requirements:

• University degree with 1-2 years or secondary education with 3-4 years experience in branch frontline customer service
• IIQE paper 1, 2 & 3
• Good command of written and spoken English and Chinese
• Candidate with the qualification of Certified Banker is an advantage