Branch - Senior Relationship Manager

Responsibilities

• Build long-term relationships with customers
• Identify customers' needs and match their needs with appropriate products and services
• Acquire new customers through sales and marketing activities
• Coordinate in-branch and off-site promotions

Requirements

• University graduates preferred, with a minimum of 4 years' banking experience providing financial services to retail customers
• Experience in managing and growing assigned customer portfolio will be a definite advantage
• Relevant HKIB qualification is an advantage
• HKIB Certified Bankers preferred
• Proven track record in selling investment products is highly preferable
• Pass in the Insurance Intermediaries Qualifying Examinations (IIQE Paper 1, 2, 3 or equivalent)
• Pass in the Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer (HKSI Paper 1, 7, 8 or equivalent)
• Pass in the Mandatory Provident Fund (MPF)
• Sound knowledge in retail banking products & services, and able to ensure excellent services are provided
• Proactive, mature, independent, customer-focused, and pleasant
• Proficient in both spoken and written English and Chinese, knowledge of Putonghua will be an advantage