2025 recruitment period(March)

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

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

Investment Consultant (Retail)

*Only open for candidates who have bank experience*

Responsibilities:

• Conduct customer portfolio analysis to identify cross-selling investment products opportunities
• Implement and participate in promotion programs to acquire new and retain existing investment business
• Achieve the sales target by collaborating with RMs to conduct pre-case study and carry out joint-call activities 
• Maintain a high standard of customer service and react positively to customer requests
• Support branch sales by sharing sales tactics and providing briefing sessions on investment products
• Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff

Requirement:

• University degree in Business Administration or other relevant qualification
• Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
• Minimum 2 years' (3 years for Senior IC) relevant experience in retail banking, with good knowledge of investment products
• Good customer service orientation, interpersonal and communication skills
• Strong self-motivation and ability to work independently
• Proficiency in both English and Chinese, with fluency in Putonghua an advantage