Relationship Manager - Retail Banking

Hong Kong Permanent
  • Attractive base salary and quarter incentives
  • Major retail bank in Hong Kong

About Our Client

Our client is a well-known bank with more than 80 years of history in Hong Kong. They provide various financial services including retail banking, wealth management, commercial and private banking, and online banking platforms. It operates more than 250 branches with 8,000 staff in Hong Kong.

Job Description

  • Discover retail clients and high-net-worth customer's needs and advice financial planning services
  • Promote investment and insurance banking products to customers and maintain good relationships
  • Achieve individual and branch sales targets
  • Comply with the internal guidelines and external regulatory requirements
  • Perform warm calling from the bank's database for business development
  • To handle Customer Due Diligence, KYC checks and ensure customer complies
  • Manage and analyse customer's portfolios, to maximise their net worth and AUMs
  • Deliver premium service to customers

The Successful Applicant

  • Diploma or higher/equivalent qualifications
  • Entry-level with at least 1-year banking experience with branch exposure, preferably a minimum of 1 year's experience in selling investment and insurance products
  • Valid License holder of HKSI 1,7,8 and IIQE 1,2,3
  • Strong communication skills with English, Mandarin and Cantonese
  • Aggressive, self-motivated and be able to work under pressure
  • Strong awareness of bank's regulations and risks
  • Basic knowledge in banking products and wealth management

What's on Offer

  • Attractive remuneration package, quarterly incentives and staff benefits
  • Medical benefits, 24 days annual leave, birthday leave, year-end bonus
  • On job training with fast track progression
  • Professional growth and learning
  • Good client network
Joanie Lau
Quote job ref
Phone number
+852 3602 2458

Job summary

Banking & Financial Services
Retail Banking - Financial Advisory / Personal
What is your area of specialisation?
Financial Services
Hong Kong
Job Type:
Consultant name
Joanie Lau
Consultant phone
+852 3602 2458
Job Reference