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Customer Relationship Managers_Fast Track

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Onsite

Customer Relationship Managers_Fast Track

Wealth Dimensions Consultancy Limited

Customer Relationship Managers_Fast Track

Skills

Compliance

2 months ago

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Important information


Contract type:

Permanent

Salary:

HK$420,000 – HK$600,000 / year

Location:

Hong Kong

Work mode:

Onsite

Published on:

1 September 2026

What they need


Our client, a well known Retail Bank in Hong Kong, is now earnestly looking for candidates to join their bank as Customer Relationship Managers.

Selected candidates will go through a structured on-the-job training, equipping them with a wide spectrum of retail banking products knowledge and it paves way for their further career development as senior Relationship Managers.

Candidates with background from non-retail banking OR insurance sales experience such as Insurance agents OR IFA / Securities firms are also welcome.

Candidates will be required to pass Insurance License Exam before on board and pass HKSI before completion of probation.

Responsibilities

  • Provide quality retail banking products and services to customers in the branch network
  • Proactively identify customer needs and offer appropriate banking services and products solutions including insurance and investment
  • Achieve banking KPIs and other targets in compliance with relevant policies and guidelines
  • Participate in promotional campaigns to acquire new business and strengthen customer loyalty

Requirements

  • University degree / associate degree holders or HKCEE / HKDSE holders with HK working experience
  • Relevant insurance license qualification for insurance selling before on board
  • Relevant investment license qualification for investment business before probation completion
  • Working experience in banks / insurance companies / financial institutions serving customers will be an advantage

Benefits

  • Attractive basic salary & incentives scheme, healthcare insurance coverage including yourself and your family
  • Retirement benefit scheme with employer’s contribution
  • Work-life balance: 18-24 days paid annual leave plus other categories
  • Recognizable training and development program
  • Progressive career advancement opportunities.

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