Retail Banking Relationship Specialist

Junior Relationship Manager /Insurance Specialist (retail banking) (EW) Provide investment and insurance services to high net worth clients in branch. Maintain close relationships with clients. Cooperate with specialist to give advice to clients. Meet the compliance requirement. Requirements Degree or above with major in Business Administration, Finance, or...

Job Summary The Relationship Manager (RM) will manage and grow a retail banking client portfolio by delivering personalized financial solutions and superior service. Candidates who are currently Insurance Specialists and interested in transitioning into retail banking front office roles, as well as Assistant Relationship Managers aiming to advance their...

A leading consulting firm in Hong Kong is seeking a Junior Relationship Manager / Insurance Specialist. This role involves providing investment and insurance services to high net worth clients while maintaining close relationships and compliance with banking policies. The ideal candidate has a degree in Business Administration or Finance, with at least 1-2...

Retail Banking Senior Relationship Manager/Private Banking Relationship Manager Senior Relationship Manager (Retail banking) Responsibilities Provide investment and insurance services to high net worth clients in branch Maintain close relationships with clients Cooperate with specialist to give advice to clients Meet the compliance requirement Requirements...

Relationship Manager (Retail Banking Department) Develop the Bank's high-net-worth client base and establish long term relationship with clients Introduce comprehensive wealth management solutions to meet clients' needs Deliver high quality services to clients Requirements Degree holder or above, preferably in business related discipline or equivalent...

Retail Banking-Relationship Manager$35-80k Our client is an international bank and they are seeking the right candidates for the position of Relationship Manager from all levels to join their banking teams. Responsibilities Provide the Priority services to VIP Customers in different channel such as investment, insurance and bank service. To achieve the...

Recruitment Consultant – WallStone Partners & Company Ltd. Responsibilities: Collaborate with Relationship Manager in Branch to provide insurance planning services to the customer Maintain good relationship with the existing customer and develop the potential client base Engage appointments to cross‑sell insurance products and close deals Comply with...

A well-established bank in Hong Kong is seeking a Personal Banking Manager to promote a range of consumer banking products and services. The ideal candidate should have at least 1 year of retail banking sales experience, particularly in insurance. Strong expertise in customer service, effective communication in English and Chinese, and a proven sales track...

A leading banking institution in Hong Kong is seeking a Relationship Manager to develop its high-net-worth client base. The role involves establishing long-term relationships with clients and introducing comprehensive wealth management solutions to meet their needs. Ideal candidates should have a degree in a business-related discipline and at least 3 years...

A leading banking institution is looking for a Senior / Customer Service Officer to enhance customer relationships and cross-sell retail banking products. Responsibilities include providing excellent customer service and supporting daily branch operations. Candidates should have a minimum of three years' experience and preferably HKSI, IIQE, and MPF...