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

• →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

• Higher Diploma or above is preferred
• Qualifications of HKSI
• Sound knowledge and at least 2 years of relevant working experience in retail banking services and products
• 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 more experiences will be considered as Personal Banking Manager (Contact Centre)

If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course. For details, please click here.

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