Team Head, Relationship Management - Personal Banking

The Bank of East Asia, Limited; Hong Kong; On-site; HKD 1,000,000 - 1,800,000; Full time

Job summary

The Bank of East Asia, Limited (BEA) is seeking a Team Head of Relationship Management for Personal Banking in Hong Kong. You will lead a branch-based sales and service team to identify customer needs, match suitable products, and drive revenue while ensuring adherence to policies and regulatory guidelines.

The role requires a university degree with finance qualifications, extensive banking experience in sales, and strong English/Chinese communication.

Qualifications

• University graduate, CFMP/CFP preferred.
• Passed HKSI Licensing Examination or Exempted/Qualified Securities Dealer.
• Passed MPF and Insurance Intermediaries Qualifying Examinations.
• Minimum 6 years banking experience with 5+ in sales/marketing in retail banking.
• HKIB qualification is an advantage.
• Strong knowledge of retail banking products and services.
• Able to lead a team and ensure excellent service.
• Fluent in English and Chinese; Putonghua an advantage.

Responsibilities

• Implement business plans to lead team to achieve preset sales targets and objectives.
• Generate new business for the branch.
• Identify customers’ needs and match their needs with appropriate products and services.
• Provide high quality customer service and professional advice in the best interests of customers.
• Ensure branch sales are in compliance with the Bank’s policies, procedures and regulatory guidelines.

Skills

Team leadership

Sales targets

Relationship management

Customer service

Regulatory compliance

English & Chinese fluency

Education

University degree

CFMP/CFP qualification

HKSI licensing exam

MPF & Insurance Intermediaries exams

HKIB qualification (advantage)

Tools

HKSI Licensing Exam

Job description

Team Head, Relationship Management - Personal Banking

Implement business plans to lead team to achieve preset sales targets and objectives

Generate new business for the branch

Identify customers’ needs and match their needs with appropriate products and services

Provide high quality customer service and professional advise in the best interests of customers

Ensure branch sales are in compliance with the Bank’s policies, procedures and regulatory guidelines

Requirements

University graduate, preferably with CFMP or CFP qualification

Passed in the Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer

Passed in the MPF and Insurance Intermediaries Qualifying Examination

Minimum of 6 years' solid experience in banking sector, with at least 5 years of sales and marketing position in retail banking field

Relevant HKIB qualification is an advantage

Sound knowledge in retail banking products & services and able to lead a team to ensure excellent services are provided

Strong technical knowledge of the Bank’s products and services

Good understanding of relevant branch policies, procedures, practices, rules and sales compliance requirements

Self-motivated and able to work under pressure

Proficient in both spoken and written English and Chinese, knowledge of Putonghua will be an advantage

This position is subject to the Mandatory Reference Checking (MRC) Scheme which is implemented by the Hong Kong Monetary Authority (HKMA). In the event of BEA proceeding with a potential offer, you are obligated to give consent for the bank to conduct reference checks with your previous employers as part of the final assessment of your suitability for this role. For more details, please visit The Hong Kong Association of Banks (HKAB)’s website under the Industry Guidelines for FAQs regarding In-Scope Individuals in the MRC Scheme (https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2). Further information can also be provided on request.

Personal data provided by job applicants will be used for recruitment purposes only and will be treated in accordance with the Bank's Personal Data Policy, which is available upon request. Applicants who are not invited for interviews within six weeks may consider their applications unsuccessful and the personal data collected will be destroyed after 1 year.

Incorporated in Hong Kong in 1918, The Bank of East Asia, Limited ("BEA") is dedicated to providing comprehensive wholesale banking, personal banking, wealth management, and investment services to its customers in Hong Kong, the Chinese Mainland, and other major markets around the world.

BEA is a leading Hong Kong-based financial services group listed on The Stock Exchange of Hong Kong, serving the needs of customers throughout Greater China and beyond, with total consolidated assets of HK$891.4 billion (US$113.5 billion) as of 30 June 2025. BEA also operates one of the largest branch networks in Hong Kong, with 47 branches, 41 SupremeGold Centres, and 3 i-Financial Centres.

Incorporated in Hong Kong in 1918, The Bank of East Asia, Limited ("BEA") is dedicated to providing comprehensive wholesale banking, personal banking, wealth management, and investment services to its customers in Hong Kong, the Chinese Mainland, and other major markets around the world.

BEA is a leading Hong Kong-based financial services group listed on The Stock Exchange of Hong Kong, serving the needs of customers throughout Greater China and beyond, with total consolidated assets of HK$891.4 billion (US$113.5 billion) as of 30 June 2025. BEA also operates one of the largest branch networks in Hong Kong, with 47 branches, 41 SupremeGold Centres, and 3 i-Financial Centres.