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We are seeking a highly motivated and customer-focused professional to join our team as a Relationship Manager in the Retail Banking sector.
The ideal candidate will possess a strong understanding of financial products including insurance and investment solutions, and will have a proven ability to identify customer needs and deliver tailored financial advice. You will be responsible for developing long-term relationships with clients, actively building your client base, and working to exceed individual and team targets in a rewarding and supportive environment.
Location: Central, Mong Kok, North Point, San Po Kong, Kwun Tong, Yau Ma Tei
Salary: HKD 40,000 – 65,000 per month
Key Responsibilities:
- Provide professional banking and financial advice to individual clients, focusing on insurance and investment products.
- Build and manage a portfolio of retail customers with the aim of deepening relationships and growing wallet share.
- Identify and anticipate client needs to cross-sell appropriate banking products and services.
- Meet or exceed performance and revenue targets in alignment with business objectives.
- Ensure compliance with internal policies and external regulatory requirements.
- Conduct regular reviews and financial needs analysis for customers to recommend suitable solutions.
Requirements:
- Bachelor’s degree or above in Business, Finance or a related field.
- Minimum 2 years' experience in retail banking or financial services, preferably in a relationship management role.
- Strong knowledge of banking products including investment and insurance solutions.
- Excellent interpersonal and communication skills with the ability to build lasting client relationships.
- Sales-driven, self-motivated, and results-oriented with a proactive approach towards achieving business goals.
- Fluency in Cantonese and English is required. Mandarin will be considered an advantage.
- Holder of relevant licencing such as HKSI and IIQE is essential.
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