assistant financial services manager

RecruitFirst

Full-Time Operations Specialties Managers
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Location
Wan Chai, Hong Kong Island, Hong Kong
Posted
July 02, 2026

Job Description

Overview

Who you'll be working for

Recruitfirst

What requirements you'll need to be eligible

Requirements:

  • IIQE Paper 1,2,3

  • Branch frontline CS experience ( Welcome phone banking staff)

  • Excellent communication skills in Cantonese, English and preferably in Mandarin
  • What you'll be doing on the job

    Responsibilities:

  • Handle various banking products (CASA, Cleaning Lending, Mortgage, Insurance, Credit Card)

  • Identify customers’ needs and cross sell banking products

  • Sales Referrals to other appropriate departments

  • Handle walk-in customers’ enquiries

  • Follow bank’s policy and work procedures