Virtual Relationship Manager (up to 45K)

Our client is looking for a Virtual Relationship Manager to join the team of best phone banking service providers to provide professional services for a wide range of banking products to address customers' different services and financial needs.


  • Provide financial planning services to high-net-worth customers and achieve sales target of other cross selling bank product
  • Address and resolve customer feedback, including but not limited to complaints, compliments, suggestions, and other special cases in a professional and timely manner
  • Liaise with other departments to conduct case investigations and ensure the investigation reports are submitted on time
  • Ensure accurate and consistent handling of customer complaints and comments
  • Collect and analyze customer feedback; identify areas for improving operational effectiveness and customer satisfaction, and take remedial actions with the relevant departments
  • Participate in ad-hoc projects and assignments as instructed by the superiors.


  • Degree holder or above in Business Administration, Bilingual Studies or related disciplines
  • At least 2 years of Sales experience in selling Insurance / Investment / General Banking Products  
  • Minimum 2 years of banking experience with complaint handling role
  • Good interpersonal, communication and presentation skills with analytical mind and problem-solving skills
  • Strong leadership with training and coaching skills and possess customer-service mindset with strong sense of responsibility
  • Excellent command of written and spoken English and Chinese is a must
  • Great Sense of ownership and servicing mindset to ensure efficient and effective customer service processes
Job Summary
Posted 2 months ago
Tsim Sha Tsui
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