We are seeking passionate and customer-oriented professionals to join the Retail Banking team. This opportunity is open to candidates at Assistant Relationship Manager, Relationship Manager, and Senior Relationship Manager levels. Candidates with experience in banking, insurance, wealth management, or other sales-related industries are also welcome to apply.
 
Key Responsibilities
  • Promote retail banking products and services to existing and prospective customers, while identifying new business opportunities to achieve sales targets.

  • Understand customers’ financial needs and recommend suitable banking solutions and products.

  • Deliver professional, efficient, and high-quality customer service to build long-term client relationships.

  • Ensure all activities are conducted in compliance with internal policies, procedures, and regulatory requirements.

 

Requirements
  • Bachelor's degree in Business Administration, Finance, Banking, or a related discipline.

  • Experience in retail banking, financial services, insurance, wealth management, or other customer-facing sales roles preferred.

  • Strong sales and customer service mindset with excellent communication and interpersonal skills.
  • Knowledge of retail banking, wealth management, insurance, or investment products would be an advantage.

  • Possession of relevant licensing qualifications (e.g. IIQE Papers 1, 2, 3 and HKSI Papers 1, 7, 8) would be an advantage.
  • Self-motivated, proactive, and able to work in a target-driven environment.

  • Good command of spoken and written English, Cantonese, and Mandarin.

  • Title and remuneration will be commensurate with qualifications and experience. Candidates with less experience will be considered as Assistant Relationship Managers, while those with more experience will be considered as Senior Relationship Managers.

 





Type: Permanent

Category: Retail Banking - No Selection Required

Reference ID: 612-14072026

Date Posted: 14/07/2026

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