Page Personnel

Relationship Manager - Top tier bank

Page Personnel
Salary negotiable
Posted on 13 Jul 2020

Relationship Manager - Top tier bank

Page Personnel

Job Highlights

  • Upsell Investment & Insurance Products
  • Achieve sales targets assigned
  • Retail banking position in branch

Job Description

  • An opportunity to grow within the company that will provide a clear career path and personal development.
  • High exposure role to Investment and Insurance Products.

Client Details

Our clients Retail Banking and Wealth Management team provides customers with financial solutions to help them manage their wealth. These solutions include account services, mortgages, personal loans and asset management delivered through our extensive network of service channels that includes branches, private banking, and online and mobile banking platforms. They are looking for a candidate to join their Customer Relations team.


  • Provide financial planning services and advice to retail clients and high-net-worth customers
  • Promote a range of investment and insurance banking products to customers to discovery new business opportunities.
  • Build and maintain relationships with customers by delivering personalised service to individual clients.
  • Work within company policies & guidelines to maintain compliance requirements and operational risks.
  • Report to the Branch Manager and work independently to achieve sales targets.
  • Assist in ad hoc duties when required.


  • Candidates with University level education will have an advantage.
  • Valid License holder of HKSI 1,7,8 and IIQE 1,2,3.
  • Preferably a minimum of two years' experience in selling investment, insurance and banking products.
  • Strong sales and customer orientation, with good communication and interpersonal skills.
  • Self-motivated individual with the ability to work under pressure.
  • Proficiency in both English and Cantonese, Mandarin would be an advantage.
  • High level of customer service mindset with dedication to deliver exceptional quality services for customers.

Job Offer

  • 20 Days Annual Leave
  • Independent & Dependent Medical & Dental coverage
  • Quarterly incentive
  • On-the-job training
  • Fast-track progression

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Matt O'Shaughnessy on +852 3602 2438

Additional Information

Career Level
Years of Experience
1 year
Job Type
Full Time, Permanent

Company Overview

In 2010, Page Personnel was launched in Hong Kong, complementing the Michael Page offering. Recruiting across the full range of junior roles, we join an international network of Page Personnel offices. As part of the Page Group, we are able to leverage on over 30 years of international recruitment experience and expertise. This has enabled us to deliver the results that you want - the best employees available quickly and with minimum fuss.

So if you're looking to take your career to the next level, visit

Additional Company Information