Wealth Banking Associate: Elite Client Service

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

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.