Detail

2025 recruitment period

Relationship Manager (Retail banking)

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

Private Bank Relationship Manager

Responsibilities

Provide excellent service to ultra high net worth clients;
Performing and executing a broad range of banking and investment transactions for Private Banking clients;
Handle and resolve day-to-day queries from clients, operations, systems, account re-balancing processes etc.

Requirements

Degree or above with major in Business Administration, Finance, or related disciplines
Min 8 years of relevant experience in retail banking or related experience in investment and insurance selling

Insurance Specialist(Retail banking)

Responsibilities

Collaborate with RMs in Branch to provide insurance planning services to customer
Maintain good relationship with existing customer and develop potential client base
Engage appointments to cross-sell insurance products and close deals
Comply with Banking policies and procedures.

Requirement