Roles & Responsibilities

Main Tasks and Duties

• To provide customer service on retail banking products;
• To attend personal loan application;
• To conduct marketing on bank cards and other personal products on batch basis;
• To maintain relationship with VIP customers;
• To provide financial advice and market financial products to retail customers;
• To keep existing customers updated on portfolios and new products;
• To write reports on products and business;
• To prepare for any ad-hoc duty assigned by Head of Department.

Job Requirements

• Bachelor’s degree, preferably in Banking and Finance or related discipline
• At least 2 years of relevant experience in a similar capacity. Prior working experience in banking sector will be advantageous.
• Language proficiency - 1. English 2. Fluent written and spoken Mandarin to liaise with Mandarin-speaking clients
• Ability to multi-task and work under pressure
• Good interpersonal skills and communication skills

Tell employers what skills you have

Wealth Management
Ability to Multitask
Referrals
Microsoft Excel
International Business
Interpersonal Skills
VIP
Relationship Management
Loans
Trend Analysis
Retail Banking
Financial Analysis
Communication Skills
Banking
Customer Service