About this role
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: