Customer Relationship Officer

About the role

The Customer Relationship Officer will report to the Branch Manager and focus on acquiring new targeted customers, opening accounts and driving cross‑sales to support the branch’s growth. The role involves proactive outbound sales, high‑quality service and thorough onboarding of new clients.

Key responsibilities

• Plan and execute outbound sales activities, targeting emerging affluent and affluent segments.
• Deliver superior customer service throughout the client journey.
• Perform KYC and Enhanced Customer Due Diligence (ECDD) during onboarding when required.
• Maintain strong relationships with existing and new customers as well as internal stakeholders.
• Meet management‑driven supplementary requirements independently.
• Possess full knowledge of retail products and refer opportunities to other business units.
• Create Customer Information Files (CIF) and open new accounts.
• Collect required documents and ensure timely submission to reviewers.

Required profile

• Minimum of one (1) year of relevant experience, preferably in a sales‑related role.
• Solid understanding of service and customer‑support concepts.
• Proven ability to build, maintain and develop strong customer relationships.
• Self‑motivated, results‑driven and capable of achieving branch targets.
• Excellent interpersonal, written and verbal communication skills.
• Proficiency in Chinese or additional languages is an advantage.

Required skills