Retail banking | One of the biggest banks in HK | Junior and Senior Relationship Managers

Retail Banking Relationship Manager

Our client is a leading financial institution serving approximately 10 million clients across fast-growing markets. They offer a comprehensive range of products and services, including transactional banking, lending, wealth management, insurance, asset management, and international banking solutions. The company fosters a collaborative and client-focused culture, emphasizing long-term relationships and personalized service. This role involves developing and managing a retail customer base, building lasting client relationships, and providing tailored financial solutions. It is a vital position that supports the bank’s mission to help clients achieve their financial goals through expert advice and dedicated service.

Role Overview:

The Retail Banking Relationship Manager is responsible for growing the retail customer base and managing a portfolio of clients, ensuring high levels of customer satisfaction and loyalty. The role requires close collaboration with branch leaders to meet sales targets and deliver comprehensive financial solutions that meet clients’ needs.

Key Skills & Experience:

• Degree holder preferred

• 3-8 years of solid experience within the banking industry

• Currently holds IIQE and HKSI papers

• Excellent communication, interpersonal, and relationship-building skills

• Customer-centric mindset combined with strong commercial awareness

• Proficiency in English, Mandarin, and Cantonese

Key Responsibilities:

• Develop and expand the retail customer base within assigned portfolios

• Establish and maintain long-term client relationships

• Manage clients’ wealth by providing market updates and portfolio reviews

• Work with Branch Managers and Team Heads to develop monthly and quarterly plans

• Achieve and surpass sales targets through new business and customer acquisition activities

Requirements:

• On-site availability

• Right to work in the location

• Experience and qualifications aligned with the role's requirements

If you meet the criteria and are interested in this opportunity, please apply now.