Detail

Relationship Manager (Retail Banking Department)

Responsibilities

Requirements

Degree or above with major in Business Administration, Finance, or related disciplines
Min 1-2 years of relevant experience in retail banking or related experience in investment and insurance selling
IIQE 1,2,3 and HKSI 1,7,8
Good command in both Chinese and English
Candidate with less experience will be considered as Assistant Relationship Manager

Responsibilities

Customer Service Excellence: Provide high-quality customer service to retail clients in the branch network, ensuring their banking needs are met with professionalism and care.
Needs Assessment: Proactively identify customer requirements and offer appropriate banking services and solutions, helping clients achieve their financial goals.
Business Growth: Participate in promotional campaigns to acquire new business and strengthen customer loyalty, contributing to the bank's growth and success.
Risk Management: Maintain awareness of operational risks and adhere to relevant policies and guidelines, ensuring compliance and security in all transactions.

Requirements

Educational Background: University degree holder with a passion for finance and customer service.
Industry Experience: Minimum 6 months of full-time banking or financial institution experience; OR minimum 1-year of full-time direct sales experience in any industry.
Qualifications: IIQE 1,2,3 required. Relevant professional qualifications in insurance and investment are an advantage.
Customer-Centric Mindset: Strong service and sales orientation with a dedication to delivering exceptional quality services for customers.
Communication Skills: Proficiency in both English and Chinese, with Putonghua proficiency being an advantage. Ability to manage complex interactions effectively.
Adaptability: Strong situational awareness, desire to learn, and ability to work in an Agile environment.

Responsibilities

Promote insurance products at branches i.e. maximize bancassurance business, execute related department strategies and business plans, and drive marketing programs as well as optimize sales preparation and operations
Provide training to frontline sales staff on insurance product knowledge, market updates, and selling skills
Arrange mentors to newly joined sales staff
Monitor sales performance, identify problems, if any, and provide relevant solutions

*Only open for candidates who have bank experience*

Requirements

University graduate in Business Administration, Finance, Marketing or related discipline
Minimum of 3 years' experience in bancassurance/insurance business at supervisory level in banks, financial institutions or insurance companies
Pass in the Insurance Intermediaries Qualifying Examinations (IIQE Paper 1, 2, 3 or equivalent)
Relevant HKIB qualification is an advantage
HKIB Certified Bankers preferred
Solid experience in selling insurance products
Sound knowledge of insurance products and good business sense
Independent, self-motivated and effective team player as well as leader with positive working attitude
Detail-oriented, organized and able to work under pressure
Strong sales, organization, analytical, communication and interpersonal skills
Good command of written and spoken English and Chinese, Putonghua a plus