2025 recruitment period (May)
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
Relationship Manager (Retail banking)
Responsibilities
- Provide investment and insurance services to high net worth clients in branch
- Maintain close relationships with clients
- Cooperate with specialist to give advice to clients
- Meet the compliance requirement
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
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
- At least 3 years relevant experience
- Extensive knowledge on insurance products and services
- Good communication, interpersonal and selling skills
- Passed IIQE Paper 1, 2, 3
- Fluent mandarin speaking is definitely an advantage