Personal Banking Manager: Wealth Advisory & Client Service

CPJobs International; Hong Kong; On-site; HKD 360,000 - 600,000; Full time

Job summary

CPJobs International is recruiting for a Personal Banking Manager on behalf of a local bank in Hong Kong. The role focuses on delivering general banking services and building strong client relationships, including wealth management advisory for high-net-worth customers.

You will open accounts, process credit cards and personal loans, and provide financial guidance. Degree in Banking/Finance required; IIQE 1-3 is mandatory; HKSI 1/7/8 preferred.

Qualifications

• Degree in Banking, Finance, Accounting, Economics or related fields.
• IIQE 1,2,3 is must; HKSI 1,7,8 is preferred.
• 1 year of relevant bank sales or customer service experience.
• Excellent customer servicing skills and strong sales drive.

Responsibilities

• Provide general banking services to customers and build/maintain relationships.
• Provide financial services and wealth management advisory for high-net-worth clients.
• Advise clients on general banking services and wealth management products (accounts, credit cards, loans, insurance).
• Assist with account opening and other banking processes as needed.

Skills

Customer service

Sales-driven

Communication skills

Education

Degree in Banking/Finance

IIQE 1-3

HKSI 1/7/8 preferred

Job description

CPJobs International is recruiting for a Personal Banking Manager on behalf of a local bank in Hong Kong. The role focuses on delivering general banking services and building strong client relationships, including wealth management advisory for high-net-worth customers.

You will open accounts, process credit cards and personal loans, and provide financial guidance. Degree in Banking/Finance required; IIQE 1-3 is mandatory; HKSI 1/7/8 preferred.