Offshore Relationship Manager
Ref. Code. ORM-0704W



  • Provide a full range of banking services to meet customers’ need on a “one-stop-shop” basis
  • Explore business opportunities in Taiwan and China
  • Act as an Account Officer in handling client’s lending applications and credit monitoring
  • Sell and provide advice to clients on Securities and other Investment Products (Unit Trust, ELN, ELD, CLD, Bonds, Insurance, Structure Products etc.) and handle clients’ transactions
  • Participate in the marketing and promotion functions/ programs organized by Bank
  • Assist in the Bank’s corporate and community functions for promotion of corporate image
  • To achieve & exceed defined sales target
  • To grow deposit portfolio & Asset Under Management (AUM)
  • To acquire high net-worth customers
  • To handle and answer customers’ enquiries including enquiries on various
  • banking services and products including insurance / investment product and services) / suggestions and resolve customer complaints efficiently, politely and in a professional manner
  • To assist the Department Head in developing localized promotion program




  • University graduate or equivalent
  • 3 years working experience preferably in Financial Services industry
  • Good understanding of Product knowledge in respect of Unit Trusts, Insurance,
  • Structured Products, Government / Corporate Bonds as well as HK stock market
  • Excellent interpersonal & presentation skills
  • Good command of both written & spoken Chinese and English. Fluency in Mandarin
  • Good understanding of Credit Lending management
  • Pass in HKSI and IIQE


Interested candidates, please forward your resume in WORD format to [email protected] quoting reference 'ORM-0704W' in the subject line


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