about the company.
Our client is a prominent and well-established retail bank in Hong Kong, known for its extensive network and strong presence in the local market. They are dedicated to providing a full spectrum of financial services to a broad base of retail clients. The company is recognized for its stable work environment, professional development opportunities, and commitment to its customer-first philosophy.
about the job.We are currently seeking dedicated and ambitious individuals to join a dynamic team as Retail Relationship Managers. We are hiring for all levels, from junior to senior. In this role, you will be responsible for managing and growing a portfolio of retail clients, identifying their financial needs, and providing holistic solutions across a range of banking, investment, and insurance products. This position is ideal for a proactive and sales-driven professional who is passionate about building long-term client relationships and delivering top-tier financial advice.
... skills & experiences required.
We welcome candidates from diverse financial backgrounds who are eager to advance their careers in a leading retail bank.
Proven track record in a client-facing sales role within the financial services industry is essential.
We welcome candidates with experience from retail banking, insurance, or brokerage firms.
Strong sales drive with a focus on achieving targets and an excellent customer service mindset.
Comprehensive knowledge of financial products, including investment, insurance, and lending products.
Relevant professional licenses, such as SFC Type 1, and valid insurance licenses are required.
Excellent communication and interpersonal skills in both spoken and written English and Chinese, with fluency in Cantonese and/or Putonghua.