Senior Relationship Manager – Retail Banking

(Ref No. HKJC-138-2018)

A well-established bank in Hong Kong is looking for high-calibre (Senior) Relationship Managers with good client connections.  The incumbent is accountable for the overall sales of General Banking Products, Investment & Insurance Products. 

Responsibilities:

  • Acquire new retail clients through developing professional banking relationships
  • Advise retail clients on their personal financial needs and objectives by conducting financial needs and objectives, and then tailor-make solutions for them
  • Execute clients’ instructions on their banking and financial transactions.
  • Perform ongoing servicing of retail client accounts and identify any potential opportunities for extending basic banking services
  • Conduct due diligence in accordance with established banking policies and procedures.

Requirements:

  • University graduates in any disciplines, with professional qualifications such as ACIB, HKIOB, CFP, etc.;
  • Minimum 5 to 10 years’ experience in retail banking with good sales track records;
  • Excellent knowledge in general banking products and Investment & Insurance products;
  • SFC License Holders for RA1/4/9;
  • Insurance License Holders for Life & ILAS;
  • Proficiency in MS Office;
  • Capable of working independently and under pressure;
  • Good command of written and spoken English and Putonghua; and
  • Title (those with less experience could apply up to Assistant Relationship Manager, Relationship Manager and with private banking experience could apply Private Banker)
  • Salary will commensurate with experience and qualification.

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