Deputy/Assistant Personal Banking Manager - (Contact Centre, Investment Services)
Core
Deliver customer service and execute trading instructions for investment products in a contact centre environment.
Role type
Personal Banking Manager (Contact Centre)
Builds
Customer service interactions and investment trading execution
Domain
Retail banking and investment services
Deliverable
client delivery
Required skills
cross-selling, stock trading, foreign exchange trading, futures trading, investment-linked products trading, customer complaint resolution, regulatory compliance
Preferred skills
Higher Diploma, HKSI qualifications, 2+ years retail banking experience, English and Chinese (Putonghua) proficiency
Technologies
MS Office, Chinese input systems
Responsibilities
Deliver quality customer services via telephone, email, video-call, online text, and fax; Execute telephone stock trading, foreign exchange margin, futures, and investment-linked products trading instructions; Identify customer financial needs; Address customer feedback and complaints professionally.
Seniority
Mid-level, hands-on IC
