Personal Banking Manager

Position Summary

As a Personal Banking Manager in our vibrant branch network, you will be the cornerstone of exceptional customer engagement and financial advisory. You’ll partner with clients to understand their needs, provide personalized solutions, and promote a full range of banking products to achieve both individual and branch goals. This role is ideal for proactive individuals with strong sales instincts and a desire to grow their careers in a dynamic, high-performance banking environment backed by an esteemed international brand.

Key Responsibilities

• Client Relationship Management: Build trusted, long-term relationships with individual and business clients through proactive financial advisory and attentive service.
• Needs Assessment & Product Matching: Identify client goals and recommend personalized banking products—including deposits, loans, insurance, MPF, and investment solutions—while ensuring regulatory compliance.
• Business Development & Sales: Drive portfolio growth through client acquisition, cross-selling, and sales campaigns; achieve and exceed monthly performance targets.
• Promotional Activities: Collaborate with marketing and branch teams to execute campaigns and digital initiatives that attract new customers and strengthen client engagement.
• Compliance & Advisory Support: Provide sound financial guidance while adhering to all regulations and high ethical standards, including AML practices.

Qualifications & Requirements

• Education: Bachelor’s degree in Finance, Business Administration, or a related discipline preferred.
• Professional Qualifications: IIQE (Papers 1, 2, 3) and HKSI (Papers 1, 7, 8)
• Experience: At least 1 year of experience in banking, financial services, or sales-related roles; insurance agents with relevant experience are welcome.
• Skills: Strong relationship management and sales capabilities. Excellent communication in English and Chinese (Cantonese); Putonghua proficiency is a plus. Tech-savvy with knowledge of CRM and banking systems.
• Personal Attributes: Motivated, professional, customer-oriented, and results-driven; resilient under pressure with a genuine passion for service integrity.

What We Offer

• Competitive salary package withBasic salary up to HK$30,000 (depending on experience) and uncapped commission and performance-based bonuses.
• Continuous learning through professional training, licensing, and leadership development programs.
• Comprehensive benefits including medical and dental insurance, paid leave, and well-being initiatives.
• Clear career paths leading to Senior Relationship Manager and Branch Leadership opportunities in a global banking network. A supportive, flexible, and forward-thinking working environment designed for success.

For interested candidates, please apply directly through the apply button.