CareerPlan

Financial Services Manager (Retail Banking Department)

Hong Kong, Hong Kong, HKFull-time2026-02-11 → 2026-11-07

Core

Provide all-rounded banking services to retail customers, strengthen relationships, and recommend appropriate financial services to meet customer needs and achieve business targets.

Role type

Retail Banking Manager

Builds

Financial services and customer relationships

Domain

Financial Services / Retail Banking

Deliverable

client delivery

Required skills

Financial services knowledge, customer relationship management, business target achievement, promotion event participation, Insurance Intermediaries Qualifying Examinations, Hong Kong Securities & Investment Institute Licensing Examinations

Preferred skills

Putonghua fluency

Technologies

None stated

Responsibilities

Provide all-rounded banking services to customers, Strengthen relationship with customers to identify customers' needs and recommend appropriate financial services to meet their needs so as to achieve business targets, Participate in different promotion events periodically

Seniority

Mid-level, 3+ years experience