2025 recruitment period(2nd round)

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

Insurance Specialist

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 

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.