Relationship Manager Assistant (Wealth Management)



Technical Skills

  • Arranging Meetings
  • CRM
  • Customer Service
  • Faxing
  • Filing
  • Microsoft Excel
  • Microsoft Powerpoint
  • Microsoft Word
  • Relationship Management
  • Sales
  • Wealth Management

Job Description

Relationship Manager Assistant (Wealth Management)

Location: Hong Kong


  • Act as the assistant of Senior Relationship Managers by providing support in the aspects of customer relationship management, system operation, clerical and information preparation, transaction execution, filing and back-end support
  • Assist the Senior Relationship Managers in making appointments with customers, handling customers’ transaction instructions and post-sales follow-ups, providing clerical and back-end support
  • Handle the phone calls and reply the enquiries from customers on behalf of the Senior Relationship Managers if needed
  • Visit customers if needed to follow up customers’ transaction instructions and clerical work
  • Assist the Senior Relationship Managers in customer analysis, check the MIS reports and systems regularly
  • Manage the use of internal resources of the team, e.g. ensuring the normal operation of equipment, promptly handling of incoming fax, managing the IDD and fax to overseas, etc


  • Tertiary education or above, with qualifications in IIQE & HKSI
  • At least 2 years’ experience in banking and customer service (Experiences in banking sales will be a definite advantage)
  • Familiar with banking products, operations and relevant policies and procedures
  • Familiar with investment, insurance, retail banking and financial service and relevant legal requirements
  • Sound communication and customer relationship management skills with positive attitude
  • Good command of both verbal and written English and Chinese
  • Familiar with common software, e.g. Word, Excel and Powerpoint, etc.
Employment TypeFull-time
Education LevelNon-specified
QualificationHKSI - Any Paper
LanguageEnglish, Cantonese
Bank of ChinaInvestment Banking and Brokerage

24/F Bank of China Tower 1 Garden Road Hong Kong

directions_walk10 mins walk from Admiralty Station