CITICfirst Associate (Branch)

China CITIC Bank International Limited; Hong Kong; On-site; HKD 167,400 - 279,000; Full time

Job summary

China CITIC Bank International Limited is looking for a service-oriented individual to provide professional assistance to affluent customers. Responsibilities include supporting Customer Relationship Managers (CRMs), ensuring sales fulfillment, and managing customer inquiries effectively.

The candidate should have a secondary education or above, preferably with retail banking experience of 1-2 years, and strong proficiency in English and Chinese.

Qualifications

• Minimum 1-2 years experience in retail banking.
• Self-motivated and eager to provide quality customer service.
• Good command of written and spoken English and Chinese (including Putonghua).

Responsibilities

• Provide warm, welcoming & professional services to customers.
• Assist CRMs to acquire businesses from affluent customers.
• Handle account opening and applications of all banking products.
• Backup CRMs in answering customer inquiries.
• Ensure compliance with regulations and policies.

Skills

Customer service

Sales support

Banking products knowledge

Data tracking

English proficiency

Chinese proficiency

Education

Secondary education or above

Job description

Country of Location

China Hong Kong

Job Responsibilities

• Provide warm, welcoming & professional services to customers, particularly affluent customers.
• Assist CRMs to acquire businesses from affluent customers through providing superior sales and service support.
• Assist CRMs to scrutinize and make intelligent examinations of daily computer reports regarding customer portfolios.
• Provide sales fulfillment support to CRMs for Wealth Management products and services.
• Backup CRMs in answering customer enquiry and handling customers.
• Handle account opening and applications of all banking products and services of affluent customers.
• Facilitate sales, service monitoring by up-keeping all necessary data tracking and system input.
• Provide all other administration support to CRMs in relation to serving affluent customers.
• Manage the concierge of Branch to greet, serve and direct customers.
• Keep Branch environment to the required standard.
• Comply with anti-money laundering and counter terrorist financing controls in accordance with regulatory standards and CNCBI policies.
• Take accountability for providing excellent service and resolving customer problems promptly and professionally.

Requirements

• Secondary education or above.
• Possess IIQAS and other required qualifications under SFC for selling insurance and investment products is preferred.
• Minimum 1-2 years experience in retail banking.
• Good knowledge on banking products and service.
• Self-motivated and eager to provide quality customer service.
• Good command of written and spoken English and Chinese (including Putonghua).
• Preferably possess qualifications for relevant insurance / investment licenses registration.