Senior Relationship Manager – Personal Banking

Leadingnation; Hong Kong; On-site; HKD 400,000 - 600,000; Full time

Job summary

Leadingnation is seeking a banking professional in Hong Kong to solicit new businesses and maintain long-term customer relationships in order to ensure high-quality financial services.

The ideal candidate should have at least 4 years of experience in banking and be proficient in both spoken and written English and Chinese, with strong sales and customer management skills. A relevant HKIB qualification is preferred.

Qualifications

• Minimum of 4 years' experience in banking, providing financial services.
• Experience in managing and growing customer portfolios.
• Proficient in both spoken and written English and Chinese.

Responsibilities

• Solicit new businesses and maintain long-term partnerships.
• Conduct assessments of customers’ financial positions.
• Expand the customer base through targeted marketing.

Skills

Customer relationship management

Financial product sales

Networking

Communication in English and Chinese

Education

University degree

Tools

HKIB qualification

IIQE Paper 1, 2, 3

HKSI Paper 1, 7, 8

Job description

Responsibilities

• Solicit new businesses, cultivate and retain long‑term partnerships through regular reviews, ensuring the bank remains the customers’ primary financial institution.
• Conduct comprehensive assessments of customers’ financial positions, risk appetites, and life goals to deliver tailored product solutions, including wealth management and credit services.
• Expand existing portfolio through deepening of customer relationship. Proactively expand the customer base through strategic networking, lead generation, and targeted marketing campaigns to meet revenue targets.
• Connect Specialists Team to provide tailor‑made services and solutions to fulfill customers’ needs and ambitions.
• Plan and execute in‑branch and off‑site events to raise brand awareness and showcase new financial products to both current and prospective customers.
• Comply with all applicable regulations, rules, codes, guidelines and standards set by regulators and the Bank, and carry out duties with high integrity.
• Serve as a coach/mentor for subordinates and junior sales staff to groom new members.
• Support branch transformation initiatives, providing feedback of our services from customers for continuous service improvement.

Requirements

• University graduates preferred, with a minimum of 4 years' banking experience providing financial services to retail customers.
• Experience in managing and growing assigned customer portfolio will be a definite advantage.
• Relevant HKIB qualification is an advantage.
• HKIB Certified Bankers preferred.
• Proven track record in selling investment products is highly preferable.
• Passed in the Insurance Intermediaries Qualifying Examinations (IIQE Paper 1, 2, 3 or equivalent).
• Passed in the Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer (HKSI Paper 1, 7, 8 or equivalent).
• Passed in the Mandatory Provident Fund (MPF).
• Sound knowledge in retail banking products & services, and able to ensure excellent services are provided.
• Proactive, mature, independent, customer-focused, and pleasant.
• Proficient in both spoken and written English and Chinese, knowledge of Putonghua will be an advantage.