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assistant financial services manager

Company

RecruitFirst

Location

Wan Chai, Hong Kong Island

Posted

July 21, 2026

Position Overview

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
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