Premier Banking Relationship Support Specialist

OCBC; Hong Kong; On-site; HKD 180,000 - 260,000; Full time

Job summary

OCBC is seeking an organized Premier Banking support assistant to help Relationship Managers manage Premier Banking client relationships in our Hong Kong branch. You will handle enquiries, assist with account openings and ensure timely, personalized service delivery.

You will support wealth and insurance product information requests, review transactions for accuracy, and provide after-sales follow-up while identifying customer needs for referrals.

Qualifications

• Preferably degree holder in Banking & Finance or related disciplines.
• Minimum 1 year of administrative experience.
• Proficient in MS Office Applications.
• Pass HKSI and IIQE Licensing requirements.

Responsibilities

• Support and manage in-branch customer traffic at Premier Banking Centre and resolve clients' enquiries on banking products/services (if involves Investment or Insurance).
• Support general enquiries on wealth and insurance products, such as checking fund price, account balance, effective date of orders or maturity details.
• Support RM and branch in account opening including Investment accounts.
• Review wealth and insurance transactions prepared by RM and follow up for discrepancies.
• Provide after-sales services and follow-up.
• Identify customer needs and conduct referrals.

Skills

Administrative experience

Education

Degree in Banking & Finance or related disciplines

Tools

MS Office

Job description

OCBC is seeking an organized Premier Banking support assistant to help Relationship Managers manage Premier Banking client relationships in our Hong Kong branch. You will handle enquiries, assist with account openings and ensure timely, personalized service delivery.

You will support wealth and insurance product information requests, review transactions for accuracy, and provide after-sales follow-up while identifying customer needs for referrals.