Branch Relationship Manager (Wealth Management/ 25K - 50K/ Permanent) at OfferToday HK

Position Branch Relationship Manager (Wealth Management/ 25K - 50K/ Permanent)
Posted 2025 August 06
Expired 2025 September 05
Company OfferToday HK
Location Hong Kong | HK
Job Type Full Time

Job Description:

Latest Job Information from Company OfferToday HK as position Branch Relationship Manager (Wealth Management/ 25K - 50K/ Permanent). If Job Vacancy Branch Relationship Manager (Wealth Management/ 25K - 50K/ Permanent) in Hong Kong matches your criteria, please send your latest application/CV directly through the latest and most updated job site Jobkos.

Every job may not be easy to apply for, because as a new candidate / prospective employee must meet several qualifications and requirements according to the criteria sought by the Company. Hopefully the career information from OfferToday HK as the position Branch Relationship Manager (Wealth Management/ 25K - 50K/ Permanent) below matches your qualifications.

Responsibilities:

Provide personal banking services at branches.

Identify the financial needs of existing and prospective customers, including products and services.

Offer suitable financial products and services, such as investments, insurance, and other banking solutions, to meet customer needs.

Collaborate with Branch Managers, District Managers, Investment Counselors, Wealth Coaches, and other stakeholders to build strong sales pipelines and meet key performance indicators.

Must Items:

IIQE (1, 2 & 3)

HKSI (1, 7 & 8)

CB Professional Qualifications

Requirements:

A university degree or equivalent. Preferred qualifications include IIQE (1, 2 & 3) and HKSI (1, 7 & 8).

At least 2 years of solid experience in retail banking products and services, including comprehensive investment and insurance products. Experience in retail banking is a strong advantage.

Ability to influence key stakeholders to refer and cross-offer potential business opportunities for sustainable growth.

Proficient in both verbal and written English and Chinese; proficiency in Putonghua is a plus.

Candidates with less experience may be considered for the role of Deputy Relationship Manager, Wealth Management.

Benefits:

Annual leave: 15 Days or over

Permanent

Staff Medical Plan

Salary: 25K - 50K (Depends on experience)

Job Info:

  • Company: OfferToday HK
  • Position: Branch Relationship Manager (Wealth Management/ 25K - 50K/ Permanent)
  • Work Location: Hong Kong
  • Country: HK

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Branch Relationship Manager (Wealth Management/ 25K - 50K/ Permanent) at the office Hong Kong above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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