Relationship Manager: Investments & Banking Solutions

CMB Wing Lung Bank Limited

Hong Kong

On-site

HKD 200,000 - 300,000

Full time

14 days+

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Job summary

CMB Wing Lung Bank Limited is seeking a results‑oriented banking professional for a full‑time role in Hong Kong. You will handle customer inquiries by phone, process investments and transactions, and participate in system or AI enhancement projects while expanding customer relationships through cross‑selling products and services.

The ideal candidate holds a bachelor’s degree in business/finance, at least 3 years in banking, and passes relevant HK licensing examinations.

Qualifications

Degree holder in Business/Finance or other financial related disciplines
Minimum 3 years' experience in banking/financial institution with sound knowledge of various investment & banking products
Passes in the Insurance Intermediaries Qualifying Examinations & Hong Kong Securities & Investment Institute Licensing Examinations
Excellent command of spoken and written English and Chinese; fluency in Putonghua a must

Responsibilities

Handle customer enquiry by providing quality service via inbound and outbound call
Process customer investment and banking transaction correctly and effectively
Participate in enhancement projects of system or AI functions
Help deepen customer relationship by cross-selling Bank's services and products
Other ad hoc tasks as assigned