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

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.