• Advising on and providing a range of financial services to branch customers, which include responding to enquires and opening accounts.

• Achieving set referral and sales targets, by promoting cross-selling opportunities and contributing to the front lines sales delivery of personal products and services.

• Actively promoting our full range of products and services in liaison with other related entities.

• Assisting customers in preparing necessary documentation.

• Handling customer complaints promptly and efficiently.

To be successful in this role, you will need:

• The Higher School Certificate or equivalent certification/education.

• A minimum of 1 year experience within a Financial Services institution with a proven track record of achieving cross-sales and referral targets.

• Strong communication and interpersonal skills, including the ability work cohesively within a team environment.

• A passion for delivering first-class customer service and a willingness to take initiative.

• A proven ability to prioritise workloads and strong attention to detail.

• The ability to build positive relationships with a variety of internal and external stakeholders.

• Mandarin and/or Cantonese language skills are (essential/desirable).