Strategic Personal Banking Relationship Leader

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

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.