Published 1 year ago

Customer Relationship Manager – Retail Banking

PERSOLKELLY Hong Kong Limited, EA Licence No: 71939

Job Description

Customer Relationship Manager – Retail Banking

Our client is a leading listed commercial banking group in Hong Kong in terms of assets and customer deposits and offers a comprehensive range of financial services. They are now looking for a Relationship Manager / Universal Banker to join their team in Hong Kong.

Responsibilities:

  • Lead the provision of comprehensive personal banking services at branch locations
  • Recognize the financial service requirements of current and potential customers, encompassing products and services
  • Match and deliver appropriate financial products and services to fulfill the needs of current and potential clients, such as investment, insurance, and other banking products
  • Collaborate with bank stakeholders to establish robust sales pipelines and achieve performance targets
  • Ensure strict adherence to compliance regulations, contributing to the Bank's anti-money laundering efforts

Requirements:

  • Possess a university degree or equivalent, with a preference for qualifications in IIQE, HKSI & MPF, CFPCM
  • SFC or HKMA license, Insurance license IIQE
  • Candidates with CB Professional Qualifications and/or Awards will be given preference
  • Profound knowledge and a minimum of 2 years of solid experience in retail banking products & services
  • Attuned to customer needs, capable of delivering exceptional service to foster enduring banking relationships with personal and corporate clients
  • Proficient in both spoken and written English and Chinese; fluency in Putonghua is an advantage

Job Particulars

Job source
eFinancialCareers
Job reference
20795428
Date published
10 Apr 2024
Job keywords
Retail Banking, Branch and Retail Services
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