Assist in cross-selling and upselling financial solutions to enhance customer portfolio value
Handle routine banking operations such as deposits, withdrawals, remittances, and cheque processing
Ensure compliance with internal policies and regulatory guidelines (e.g. KYC, AML)
Participate in promotional campaigns and client engagement activities
Maintain accurate records and documentation for all customer interactions and transactions
Collaborate with Relationship Managers and other departments to support client onboarding and servicing
Resolve customer issues efficiently and escalate complex cases when necessary
Requirements:
Bachelor’s degree in Finance, Business, or related discipline is preferred
1–3 years of experience in banking or financial services industry, or experience in promoting financial products; fresh graduates will be considered too
Candidates with more experience in banking or financial services industry will be consider as Relationship Manager
Strong interpersonal and communication skills
Customer-focused mindset with proactive service attitude
Good command of Cantonese, English, and Mandarin
Sign In
to view full job description
Languages
English
Cantonese
Mandarin
Skills
Retail Banking
Private Banking
Personal Banking
Banking Products
Financial Advisory
King Chun Hui
Be Myjob Company Limited · Premier Elite Director - Wealth and Personal Banking
Active within 3 days
Job Location
中環-Central, Central and Western
中環
Map info not available.
You can open it in another map app.
Location
Direction
Be careful
Don’t provide your bank or credit card details when applying for jobs.