CITICfirst Associate (Branch)

Mandatory Reference Checking Scheme (“MRC”) for Hong Kong

The Mandatory Reference Checking Scheme is a framework to facilitate Authorized Institutions (“AIs”) to bilaterally obtain reference information during their recruitment process for certain positions, such that misconduct information in an individual’s previous employments can be provided to AIs to inform their employment decisions.

For information related to MRC Scheme, “Frequently Asked Questions for In Scope Individuals” is published by HKAB/Industry Guidelines (https://www.hkab.org.hk/en/home) or further information will be available upon request, if it is applicable to the position(s) applied.

Country of Location:

Job Responsibilities:

• Provide warm, welcoming & professional services to customers, particularly affluent customers.
• Assist CRMs to acquire businesses from affluent customers through providing superior sales and service support.
• Assist CRMs to scrutinize and make intelligent examinations of daily computer reports regarding customer portfolios.
• Provide sales fulfillment support to CRMs for Wealth Management products and services.
• Backup CRMs in answering customer enquiry and handling customers.
• Handle account opening and applications of all banking products and services of affluent customers.
• Facilitate sales, service monitoring by up-keeping all necessary data tracking and system input.
• Provide all other administration support to CRMs in relation to serving affluent customers.
• Manage the concierge of Branch to greet, serve and direct customers.
• Keep Branch environment to the required standard.
• Comply with anti-money laundering and counter terrorist financing controls in accordance with regulatory standards and CNCBI policies.
• Take accountability for providing excellent service and resolving customer problems promptly and professionally.

Requirements:

• Secondary education or above
• Possess IIQAS and other required qualifications under SFC for selling insurance and investment products is preferred
• Minimum 1-2 years experience in retail banking
• Good knowledge on banking products and service
• Self-motivated and eager to provide quality customer service
• Good command of written and spoken English and Chinese (including Putonghua)

• Preferably possess qualifications for relevant insurance / investment licenses registration