Relationship Manager Retail Banking

Hong Kong Job Consulting; Hong Kong; On-site; HKD 420,000 - 660,000; Full time

Job summary

Hong Kong Job Consulting in Hong Kong invites applications for a Relationship Manager role within Retail Banking. The incumbent will cultivate and grow relationships with mainland customers, service accounts, and promote a range of retail banking products.

The candidate should have at least 2 years of direct banking sales experience, solid wealth management knowledge, and strong Mandarin, Cantonese, and English language skills.

Qualifications

• Mandarin proficiency is a MUST; strong command of Cantonese and English is an advantage.
• Minimum 2 years direct sales experience in banking.
• Good knowledge of wealth management products, both investment and insurance.
• Good understanding of branch services and operations.
• Customer oriented with strong language skills and service mindset, ability to capture customer financial needs and make referrals where appropriate.
• Licensing examinations with competency to carry out regulated activities as defined by the regulator.

Responsibilities

• Acquire, maintain and develop sustainable relationships with mainland customers through account servicing and focus on retail banking products.
• Provide dedicated support to offshore and mainland customers by identifying their financial and other banking needs, then referring to Branch RM.
• Provide personalized account services to promote bank's brand, handle customer account opening matters and coordinate with other relevant departments for completing account opening procedures.
• Collaborate closely with other departments to ensure that customer instructions are executed accurately and in a timely manner.

Skills

Mandarin fluency

Customer service mindset

Banking sales experience

Wealth management knowledge

Bilingual communication

Regulatory licensing knowledge

Education

University degree in Finance/Business (advantage)

HKCEE/HKDSE with passes in Chinese/Math or English/Math

Job description

About the job Relationship Manager Retail Banking

A Leading Local Bank in Hong Kong is currently seeking a high caliber professional Relationship Manager in their Retail Banking.

Responsibilities

• Acquire, maintain and develop sustainable relationships with mainlander customer through account servicing and focus on retail banking products


• Provide dedicated support to offshore and mainland customers by identifying their financial and other banking needs, then making referrals to Branch RM


• Provide personalized account services to promote banks brand, handle customers account opening matters and coordinate with other relevant departments for completing account opening procedures


• Collaborate closely with other departments to ensure that customer instructions are executed accurately and in a timely manner

Requirements

• University level education is an advantage preferably in finance, business or a related discipline OR HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / \"Attained\" or above) plus relevant work experience


• Passes in the Hong Kong Securities Institute Licensing Examinations and fulfil the competency requirements to carry out regulated activities as defined under the Regulator


• Minimum 2 years direct sales experience in banking industry


• Good knowledge of wealth management products, both investment and insurance


• Good understanding of branch services and operations


• Customer oriented with strong language skills and service mindset, ability to capture customer financial needs and make referrals where appropriate


• High proficiency in Mandarin is a MUST. Good command of Cantonese and English is an advantage


• Candidates with less experience will be considered for Assistant Manager