Assistant Relationship Manager, Customer Contact Centre (Retail Banking)

CMB Wing Lung Bank Limited; Hong Kong; On-site; HKD 200,000 - 300,000; Full time

Job summary

CMB Wing Lung Bank Limited is seeking a results‑oriented banking professional for a full‑time role in Hong Kong. You will handle customer inquiries by phone, process investments and transactions, and participate in system or AI enhancement projects while expanding customer relationships through cross‑selling products and services.

The ideal candidate holds a bachelor’s degree in business/finance, at least 3 years in banking, and passes relevant HK licensing examinations.

Qualifications

• Degree holder in Business/Finance or other financial related disciplines
• Minimum 3 years' experience in banking/financial institution with sound knowledge of various investment & banking products
• Passes in the Insurance Intermediaries Qualifying Examinations & Hong Kong Securities & Investment Institute Licensing Examinations
• Excellent command of spoken and written English and Chinese; fluency in Putonghua a must

Responsibilities

• Handle customer enquiry by providing quality service via inbound and outbound call
• Process customer investment and banking transaction correctly and effectively
• Participate in enhancement projects of system or AI functions
• Help deepen customer relationship by cross-selling Bank's services and products
• Other ad hoc tasks as assigned

Skills

Customer service

Cross-selling

English language

Chinese language

Putonghua

Education

Bachelor's degree in Business/Finance or related disciplines

Job description

Responsibilities

• Handle customer enquiry by providing quality service via inbound and outbound call
• Process customer investment and banking transaction correctly and effectively
• Participate in enhancement projects of system or AI functions
• Help deepen customer relationship by cross-selling Bank's services and products
• Other ad hoc tasks as assigned

Requirements

• Degree holder in Business/Finance or other financial related disciplines
• Minimum 3 years' experience in banking/financial institution with sound knowledge of various investment & banking products
• Passes in the Insurance Intermediaries Qualifying Examinations & Hong Kong Securities & Investment Institute Licensing Examinations
• Excellent command of spoken and written English and Chinese;fluency in Putonghua a must

Applicants of this job may be regarded as In-Scope Individuals of the Mandatory Reference Checking Scheme (MRC Scheme). It is a standardised reference-checking arrangement that is designed to support the integrity of “authorized institutions” regulated by the Hong Kong Monetary Authority (HKMA). Pursuant to the MRC scheme, our bank will conduct a mandatory reference check by requesting information from each relevant former and current employer of applicants. For more details on the In-Scope Individuals, please visit https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2.

More Job Information

Job Function

• 銀行 · 金融服務 - 一般 · 其他

Location

• 中西區

Employment Term

• 全職

Education

• 學士