Client Service Excellence Expert
7 days ago
As a Premier Relationship Officer at The Hongkong and Shanghai Banking Corporation Limited, you will have the opportunity to develop your skills and expertise in relationship management. Your primary responsibility will be to assist Premier Relationship Managers in handling their Premier clients and achieving their primary targets.
Main Responsibilities
You will be responsible for:
- Providing proactive client contact to ensure satisfaction with products and services, and establishing meaningful long-term relationships.
- Evaluating service delivery to adhere to Group Service Level Standards.
- Offering excellent account handling service and administrative support.
- Handling difficult client situations and raising issues to upper management as necessary.
- Ensuring client transactions and interactions meet compliance/audit and sales quality standards.
- Explaining products and risk assessment to assist clients in purchasing Wealth Management Trust products.
- Attending sales, product, and technical skills training, passing accreditation exams, and displaying required skills/competencies.
- Assisting RMs in identifying clients' financial goals and expectations to select investment opportunities considering risk-return profiles and investment portfolios.
Key Qualifications
To succeed in this role, you should possess excellent customer service skills, effective communication skills, and problem-solving abilities. A Bachelor's Degree is also required.
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