About the role
FinEx AI summary
This role supports Relationship Managers in the branch distribution team with operational, administrative, and marketing services. It involves handling customer enquiries, making sales referrals, preparing reports, scheduling appointments, and assisting with in-branch and off-site promotions.
Core skills Retail banking products IIQE Papers 1-3 HKSI and MPF examinations MS Office Customer enquiry handling Sales referral
Role details
Work style On-Site
Posted 16 Sep 2026
Operations
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Operations
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