Job Details

Customer Relationship Manager (Retail Bank)
  • Explore the business opportunities
  • Attractive incentive scheme
  • 2 years working experience in banking industry

Principal responsibilities

  • Provide financial planning services to high-net-worth customers
  • Provide personalised service for this segment of customers to build and maintain good relationships
  • Promote investment, insurance and banking products for optimising new business opportunities
  • Manage operational risk and observe the relevant policies /guidelines and compliance requirements


  • Degree/ Higher Diploma holder in any dicpline 
  • Fulfilment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
  • Minimum of two years' experience in selling investment, insurance and banking products
  • Strong sales and customer orientation, with good communication and interpersonal skills
  • Strong self-motivation and ability to work under pressure
  • Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers


Interested parties please e-mail your resume to

Or contact Pinky Ng for enquiries: 34683103

Job Ref: 208-467398-MN
Open To: All applicants
Location: Kowloon
Job Type: Permanent
Submitted: 14-02-2020 05:59 PM
Start Date:

Job Search


By Keyword or Job Ref

By Location

By Category


By Job Type