Lead Personal Banking Relationship Manager

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time
Job Description

The ideal candidate will champion the one-stop personal banking services at branches and explore long-term banking relationships with customers.

You will identify existing and prospective customers' needs of financial services, including both products & services, and map relevant and suitable financial products & services to meet their requirements.

  • Champion the one-stop personal banking services at branches and develop long-term banking relationships with customers.
  • Identify existing and prospective customers' needs of financial services and provide suitable solutions.
  • Map relevant financial products & services to meet customer needs, including bank account opening, mortgage, credit card, personal loan, insurance, and other banking products & services.

Responsibilities:

  • Develop and maintain a deep understanding of customers' financial needs and preferences.
  • Analyze data to identify business opportunities and cross-sell potential products & services.
  • Collaborate with internal departments to ensure seamless service delivery and operational efficiency.
  • Educate and train juniors on banking products & services, if needed.
Requirements

We are looking for individuals with a university degree or equivalent, preferably with qualifications in IIQE (Insurance Intermediaries Qualifying Examination). Candidates should have at least 2 years' solid experiences in retail banking products & services and possess strong sales and service orientation skills.

  • University degree or equivalent.
  • CSM with qualifications in IIQE will be preferred (or pass IIQE 1, 2, 3 before probation).
  • PBM with qualifications in IIQE 1, 2, 3 & HKSI 1, 7, 8.
  • Sound knowledge and at least 2 years' solid experiences in retail banking products & services.
  • Strong sales and service orientation skills with outgoing personality and good communication skills.
Working Arrangements

As a Lead Personal Banking Relationship Manager, you will work closely with branch teams to drive business growth and deliver exceptional customer experiences. You will be responsible for ensuring compliance requirements are strictly observed and followed, contributing as part of the Bank's bigger anti-money laundering team.

  • Proactive, mature, independent, customer-focused, and pleasant.
  • Proficient in both spoken and written English and Cantonese, Putonghua a definite plus.


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