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Retail Branches

Relationship Manager - Personal Banking


  • Promote full range of wealth management products and services to high-net-worth customers
  • Solicit new businesses and cultivate long-term relationship with customers for further business opportunities
  • Handle enquiries and provide professional total wealth management solutions to customers
  • Provide quality services and understand customers’ financial needs


  • University graduate in any disciplines, preferably major in Business Administration, Accounting, Finance or Economics
  • Minimum 3 years of sales experience in wealth products
  • Possess recognized insurance and securities licenses e.g. IIQE & HKSI qualifications under HKMA and HKSFC
  • Strong banking products knowledge is a must
  • Proactive with excellent communication skills
  • Self-motivated, customer oriented and able to work under pressure
  • Proficient in both spoken and written English and Chinese, Putonghua is preferred
  • Relevant Enhanced Competency Framework (ECF) qualification is preferable