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Personal Banking Manager, Retail Banking

Job Description - Personal Banking Manager, Retail Banking

We are looking for a dynamic and client-focused Retail Banking professional to join our branch network. In this role, you will be the face of our retail banking services, driving business growth by identifying mass-market customer needs, providing professional financial solutions, and delivering exceptional service standards to achieve branch sales targets.


Why Join Us? 

  • Fast-Track Career Growth: Build a solid foundation in retail banking with clear paths for progression into premier banking, relationship management, or branch leadership roles.


  • Comprehensive Product Training: Gain deep exposure across a wide spectrum of retail banking and wealth management products.


  • Supportive & Collaborative Culture: Work within an energetic, team-oriented branch environment that encourages initiative and rewards performance.


  • Competitive Compensation: Enjoy an attractive base salary supplemented by rewarding sales incentives and comprehensive employee benefits.



Key Responsibilities

  • Business Development: Actively solicit business opportunities by promoting a comprehensive range of retail banking products to mass-market customers to achieve team and individual sales targets.


  • Needs-Based Selling: Identify and fulfill customers’ financial needs, providing tailored solutions and making professional product referrals when necessary.


  • Service Excellence: Drive initiatives for continuous service improvement, ensuring that every customer receives professional, high-quality, and compliant service.



Requirements & Qualifications

  • Education: Bachelor’s degree or above in Business Administration, Finance, or a related discipline.


  • Experience: Minimum of 1 year of relevant banking or retail financial services experience.


  • Product Knowledge: Solid understanding and exposure to various retail banking products (e.g., deposits, lending, cards, wealth products).


  • Certifications: Holders of HKSI Paper 1, 7, 8 (or equivalent) and IIQE Paper 1, 2, 3, 5, alongside the MPF Intermediaries Examination, will have a distinct advantage.


  • Language Proficiency: Excellent command of written and spoken English, Cantonese, and Putonghua to effectively serve a diverse customer base.


  • Soft Skills: High initiative team player, sales- and customer-oriented, with strong communication, interpersonal, and problem-solving skills.


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