Private Banking Concierge & Sales Support

China CITIC Bank International Limited; Hong Kong; On-site; HKD 180,000 - 240,000; Full time

Job summary

China CITIC Bank International is seeking a proactive candidate to provide day-to-day administrative and operational support to the Private Banking Department, ensuring seamless service for high-net-worth clients. You will handle concierge inquiries, assist with account opening documentation, and support general banking services to maintain an exceptional client experience.

Key responsibilities include greeting customers, directing interactions, supporting relationship managers, coordinating

Qualifications

• Degree holder or equivalent.
• Minimum 1 year of relevant retail banking or customer service experience.
• Familiar with banking policies and procedures.
• Strong English and Chinese communication skills.
• Fresh graduates welcome.

Responsibilities

• Handle concierge enquiries to deliver premium service.
• Greet and direct customers to ensure a premium service experience.
• Assist relationship managers to serve high-net-worth clients.
• Process account opening documentation for high-net-worth clients.
• Provide logistical support for meetings and events.
• Coordinate client events and marketing programs.
• Support ad-hoc projects for Private Banking.
• Ensure prompt and professional resolution of customer problems.
• Comply with AML/CFT controls and CNCBI policies.

Skills

Customer service

Sales oriented

Communication skills

Problem solving

Education

Degree or equivalent

Job description

China CITIC Bank International is seeking a proactive candidate to provide day-to-day administrative and operational support to the Private Banking Department, ensuring seamless service for high-net-worth clients. You will handle concierge inquiries, assist with account opening documentation, and support general banking services to maintain an exceptional client experience.

Key responsibilities include greeting customers, directing interactions, supporting relationship managers, coordinating