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Assistant Financial Services Manager / General Banking Officer

HR Plus (Talent) Limited · Remote (Hong Kong)

On-site
Full-time
Mid

Posted January 21, 1970

Check your resume against this jobApply on Himalayas
AI Summary

This is a frontline banking role at a Hong Kong retail bank, focused on serving walk-in customers and selling and cross-selling general banking products such as CASA, lending, mortgages, insurance, and credit cards. The position is sales-driven, with targets to meet and new customers to acquire, while maintaining strict compliance with bank policies. Despite being listed as remote, the work is inherently branch-based and customer-facing.

Job Description

Company Overview:

A reputable Hong Kong banking institution offering retail banking, wealth management, and lending services, committed to delivering excellent customer experiences and career development opportunities.

The position you are applying for falls under the Mandatory Reference Checking Scheme.

Responsibilities:

  • To provide proactive service to walk-in customers and conduct selling and cross-selling of banking products to satisfy customers' needs
  • Meet and exceed sales target assigned
  • Responsible for full range of general banking products such as CASA, Cleaning Lending, Mortgage, Insurance and Credit Card.
  • Actively acquire new customers through proactive sales effort
  • Work to understand customers' banking needs for selling and cross-selling products
  • Make sales referrals to branch colleagues or other departments as appropriate
  • Participate in localized or off-site promotional activities
  • Work with product specialists where appropriate to provide services to customers
  • Conduct operational procedures in a compliant manner by following the Bank's policy and procedures

Requirements:

  • University degree with 1-2 years or secondary education with 3-4 years experience in branch frontline customer service
  • IIQE paper 1, 2 & 3
  • Good command of written and spoken English and Chinese
  • Candidate with the qualification of Certified Banker is an advantage

HR Plus (Talent)Limited is a licensed employment agency in Hong Kong - EA Licence No: 84352.

Personal data collected will treated in strict confidential in accordance with the HKSAR's Personal Data (Privacy) Ordinance and for the recruitment-related purposes only.

Originally posted on Himalayas

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