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 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.
