Relationship Manager - Consumer Banking

Job level Senior
Education Bachelor Degree
Not Specified Unspecified
Employment type Full Time
Industry HR / Recruitment Services
Job function Banking / Finance > Investment & Securities
Banking / Finance > Retail Banking / Branch Banking
Banking / Finance > Others
Published On 09/04/2018 2018-04-09



  • Build and deepen relationship with affluent segment customers through delivering superior customer experience when handling product enquiries, financial transactions and operations;
  • Introduce a wide range of banking and investment products to help the customers in building an effective portfolio that meets their financial needs;
  • 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.




  • Secondary education with 2 to 3 years sales experience;
  • Good knowledge of insurance and investment products;
  • Insurance and investment licenses required;
  • Fluent in English, Cantonese and Mandarin.





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