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Published 4 weeks ago

Retail Banking Senior Relationship Manager/Private Banking Relationship Manager

Chasseur Pro Executive Consultant Limited

Job Description

Senior Relationship Manager (Retail banking)

Responsibilities

  • Provide investment and insurance services to high net worth clients in branch
  • Maintain close relationships with clients
  • Cooperate with specialist to give advice to clients
  • Meet the compliance requirement

Requirements

  • Degree or above with major in Business Administration, Finance, or related disciplines
  • At least 3 years Retail banking I & i Sales experience
  • IIQE 1,2,3 and HKSI 1,7,8 qualification
  • Good command in both Cantonese and English, Fluent Mandarin is preferred
  • Candidate with less experience will be considered as Relationship Manager

Private Banking Relationship Manager

Responsibilities

  • Provide excellent service to ultra-high net worth clients
  • Performing and executing a broad range of Wealth Management Products & Services for Private Banking clients
  • Handle and resolve day-to-day queries from clients, operations, systems, account re-balancing processes etc.

Requirements

  • Degree or above with major in Business Administration, Finance, or related disciplines
  • Min 5 years of relevant experience in retail banking or related experience in investment and insurance selling
  • Business plan (List of Potential Customers can Bring forward) is required

Job Particulars

Job source
JobMarket
Job reference
2345469
Date published
05 Nov 2025
Job keywords
Banking & Financial Services, Sales, CS & Business Development, Full Time
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