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Recruit Ref: L05527623
Posting Date: 2022-08-12
Cross-border Relationship Manager (Sales / Services), Banking

Job Highlights

  • Minimum 2 years’ of experience in the banking
  • Fluent in Mandarin


Job Responsibilities

Cross-border Relationship Manager (Sales)

  • To promote retail banking and wealth management products to retail Cross Border customers
  • To acquire new Cross Border customers through sales and marketing activities, and identify potential business opportunities for sustainable business growth
  • To provide differentiated services for customers, maximize business acquisition and enhance the Bank’s image
  • To establish long-term relationships with customers
  • To coordinate in-branch and off-site promotions

Cross-border Relationship Manager (Services)

  • To acquire, maintain and develop sustainable relationships with mainlander customer through account servicing and focus on retail banking products
  • To provide dedicated support to offshore and mainland customers by identifying their financial and other banking needs, then making referrals to Branch RM
  • To provide personalized account services to promote bank's brand, handle customers’ account opening matters and coordinate with other relevant departments for completing account opening procedures
  • To collaborate closely with other departments to ensure that customer instructions are executed accurately and in a timely manner


Job Requirements:

  • University graduates preferred, with a minimum of 2 years’ banking experience providing financial services for retail customers
  • Experience in managing and growing cross border customer portfolio will be a definite advantage
  • Sound knowledge in retail banking products & services and able to ensure excellent services are provided
  • Pass in the Hong Kong Securities Institute Licensing Examination or an Exempted/ Qualified Securities Dealer
  • Passes in the Insurance Intermediaries Qualifying Examinations
  • Occasional business travel may be required
  • Proficient in both spoken and written English and Chinese, fluent Putonghua is a must

Banking / Finance / Securities / Investments 
Job Position Level:
Employment Term:
Full Time / Permanent 
Min. Edu. Level Req:
Minimum QF Level attained:
Total Working Exp:
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