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