锦鲤求职岗位描述
Responsibilities
Support Relationship Managers in providing differentiated service to high net-worth customers and contribute to customer retention and growth
Collaborate with business support and service providers to ensure timely transaction processing and delivery of customer-focused service to exceed customer expectations
Establish customer relationships, know the customers to gain their confidence and trust, and deliver customer-focused solutions
Assist Relationship Managers in the daily maintenance of customer relationships
Serve as customers’ key contact point in initiating customer instructions, monitoring fund payment, and preparing loans disbursement instructions
Regular sharing of feedback and suggestion for process improvement
Mentor and support new on boarded and junior ARM on daily tasks performance
Render support to teammates for problem resolutions and escalate to Senior CSM team for any issues encountered
Assist Senior CSM on people management on resources planning and administrative tasks
Assist Senior CSM to champion key initiatives
Demonstrates active leadership in meetings/focus group/project/events and guide ARMs to build Great Teams and Great Culture on collaboration, PRIDE and new way of work
Work collaboratively within the team, cross region and inter departments to achieve faster and better results
Role model strong governance mindset and risk awareness to create positive risk culture in the team
Requirements
Degree holder in Business, Finance or related disciplines
Minimum 8 years of experience in in Wealth Management/ Private Banking industry
Solid experience in building customer relationships is an advantage
Qualified to carry out Investment regulated activities (Types 1 and 4) under Securities and Futures Ordinance (SFO) is preferable
Strong people management and stakeholder management skills
Customer-focused, with excellent communication and interpersonal skills
Good command of written and spoken English and Chinese, fluency in Putonghua is a must
The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details here.
Location:
The Center
Job:
Customer Service
Schedule:
Regular
Employee Status: