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Retail Banking Relationship Manager (BDO, GPO, RM, ARM)Regal Executives Limited
Retail Banking Relationship Manager (BDO, GPO, RM, ARM)Regal Executives Limited
Job Highlights
  • Relationship Manager, Financial Planning, Wealth
  • Retail Banking, Consumer Banking
  • Customer-oriented with good communication skills
Job Description

Our client, a renowned International Bank is urgently looking for different levels of BDO, GPO, ARM, RMs to join their Retail Banking Division.

Responsibilities: 

  • Provide excellent one stop banking services to retail customers
  • Build and deepen relationship with affluent segment customers through delivering superior customer experience when handling product enquiries, financial transactions and operations
  • Promote and market full range of banking products and services to customers
  • With the support of investment experts, offer proactive and personalized financial services to the affluent segment customers
  • Perform regular customer contact and portfolio review
  • Achieve individual's and team's sales targets
  • Comply with established policies and procedures to safeguard both bank's and customers' assets

Requirements:

  • Degree holder with at least 3 years relevant experiences in consumer banking field
  • Good knowledge on AML, KYC and related banking ordinance
  • Passed in HKSI 1, 7, 8 or equivalent, IIQE (Paper 1, 2, 3 & 5) Examination preferred but NOT a must; holder of CFPCM or CFMP qualifications will be an advantage
  • Sound knowledge towards investment market and various banking products
  • Customer-oriented with good communication skills
  • Proficient in both spoken and written English and Chinese, fluent in Putonghua is preferable
Additional Information
Years of Experience
3 years
Employment Type
Full Time, Permanent
Benefits
Dental insurance, Double pay, Five-day work week, Medical insurance, Performance bonus
Company details

Regal Executives, a market leader in Executive Search and Recruit Solutions industry, providing best-in-class talent acquisition and human resources management services focusing on Corporate, Financial Institutes, Fintech and Professional Services industry.

Regal covers the search and selection of Asset Management, Brokerage, Corporate Finance, Listed Corporate, Professional Services, Fintech, Finance Company, Family Office, Insurance Company, Private Equities, Venture Capital, Private Banking, Wealth Management.