Mandarin Speaking Assistant Customer Due Diligence

People First Team China 中国团队; Glasgow; On-site; GBP 21,000 - 32,000; Full time

Job summary

A recruitment firm is seeking a Mandarin Speaking Assistant in Glasgow. This entry-level position focuses on customer due diligence, handling queries, and maintaining customer relationships within the banking sector. Candidates should have a relevant degree and fluency in Mandarin and English. Good marketing and communication skills are essential. The role offers full-time hours and requires compliance with internal policies. This is an excellent opportunity for those looking to start their career in finance.

Qualifications

• Degree educated in Finance, Economics or Accounting.
• Proven track record in similar business stream.
• Experience in Banking is preferred.
• Knowledge of Retail Banking products is preferred.
• Good marketing or sales skills.
• Excellent communication skills in English and Mandarin.
• Team player.

Responsibilities

• Handle customer queries and implement customer contact strategy.
• Identify potential sales opportunities and implement strategies.
• Assist with Customer Due Diligence reviews.
• Process account applications and changes.
• Maintain customer relationships and cross-sell products.
• Market the Bank’s products effectively.
• Support team with reporting and KPI tracking.
• Ensure compliance with internal policies and regulations.
• Coordinate projects with second and third lines of defense.

Skills

Fluent in Mandarin and English

Experience in banking or financial services

Excellent communication skills

Team player

Good marketing or sales skills

Education

Degree in Finance, Economics or Accounting

Job description

Mandarin Speaking Assistant – Customer Due Diligence

Company: People First Team China 中国团队

Location: Glasgow (office based, perm)

Job type: Full-time, 35 hours per week, Start ASAP, Salary depends on experience

Job Reference: 23244

Essential Skills

• Fluent in Mandarin and English
• Experience in banking or financial services

What You’ll Be Doing

• Responsible for handling customer queries, implementing customer contact strategy, identifying potential sales opportunities, implementing marketing strategies, and developing long‑term relationships with customers
• Implement Business & Commercial strategy and fulfil all targets set out by the Bank
• Assist with the on‑going Customer Due Diligence (CDD) review
• Process new account applications, closure of accounts and change of customer information
• Maintain customer relationships and cross‑sell relevant products and services
• Market and promote the Bank’s products in the target local business and commercial markets
• Support the team with MI reporting and KPI tracking related work
• Ensure all activities meet the Bank’s internal policies, procedures, and other regulatory and mandatory requirements at all times
• Act as coordinator for projects with 2nd and 3rd line of defence
• To undertake ad‑hoc tasks when required

Qualifications

• Degree educated in Finance, Economics or Accounting
• Proven track record in similar business stream
• Experience in Banking is preferred
• Knowledge of Retail Banking products and processes is preferred
• Good marketing or sales skills
• Excellent English and Mandarin communication skills
• Team player

How to Apply

Please send your CV as a Word document. If your application is successful, you will be contacted within 7 days. We regret that due to the high volume of applications we receive we cannot provide feedback on individual CVs.

Please note that we can only consider candidates who are eligible to work in the UK and are able to provide relevant supporting documentation.

Diversity and Inclusion

People First is committed to increasing diversity, and maintaining an inclusive workplace culture. We welcome applications from all qualified candidates regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, marital status or whether or not they have a disability.

Legal and Agency Information

People First (Recruitment) Limited acts as an employment agency for permanent and fixed‑term contract recruitment and as an employment business for the supply of temporary workers. By applying for this job you accept our Terms of Use and Privacy Policy which can be found on our website.

Seniority Level

Entry level

Employment type

Full-time

Job function

Finance

Industries

Banking