Relationship Officer (central Branch - Flagship) At Banking / Finance
Me2Works
On-site
Support client enquiries on wealth products
Assist in account opening processes
Manage in-branch customer traffic
Provide comprehensive support to a group of Relationship Managers in managing and enhancing Premier Banking client relationships
Job Summary
Provide comprehensive support to a group of Relationship Managers in managing and enhancing Premier Banking client relationships.
Support and manage in-branch customer traffic at Premier Banking Centre and resolve clients’ enquiries on banking products and services.
Assist clients to resolve and follow through account maintenance and banking enquiries while providing administrative support including appointment arrangement and documentation follow-up.
Matching Summary
Provide comprehensive support to a group of Relationship Managers in managing and enhancing Premier Banking client relationships.
Skills & Requirements
Must-have
Support client enquiries on wealth products
Assist in account opening processes
Manage in-branch customer traffic
Provide administrative support to Relationship Managers
Review wealth and insurance transactions
Nice-to-have
Identify customer potential needs
Conduct investment and insurance referrals
Follow up on after sales services
Key Requirements
Preferably degree holder in Banking & Finance or related disciplines
Minimum 1 year of administrative experience
Pass HKSI and IIQE Licensing requirements
Possess qualifications of ECF-RWM would be an advantage