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Deputy/Assistant Personal Banking Manager – (Contact Centre, Investment Services)

职位编号: 495980
聘用性质: 全职
部门: 个人金融及财富管理部
工作类别: 业务拓展, 客户服务, 投资管理

Responsibilities:

  • Deliver quality customer services through various media, including telephone, email, video-call, online text and fax
  • Grasp opportunities to cross-sell appropriately
  • Identify existing and prospective customers’ financial needs, including both products and services
  • Execute telephone stock trading, foreign exchange margin, futures and investment-linked products trading instructions
  • Address customer feedback / complaints professionally
  • Assist the superiors in implementing the implementation in accordance with the unit development guidelines and policies

 

Requirements:

  • Degree or above
  • With qualifications in HKSI will be preferred
  • At least 2 years of relevant working experience in retail banking / financial institution, customer services experience a definite advantage
  • With strong sales and services orientation, independent, self-motivated, customer-centric and able to work under pressure
  • Excellent interpersonal and communications skills with good command of English and Chinese in both verbal and written including Putonghua
  • Proficient in PC applications, such as MS Office and Chinese inputs
  • May required on-shift duty as needed
  • Applicants with less experiences will be considered as Personal Banking Executive
  • Applicants with more experiences will be considered as Personal Banking Manager

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