About the role
FinEx AI summary
Bank seeks a Personal Banking Manager to build customer relationships, identify needs, sell products, acquire customers, and coordinate branch/off-site promotions. Requires banking experience and IIQE, HKSI and MPF passes; HKIB certification preferred. Subject to HKMA Mandatory Reference Checking.
Core skills
Customer relationship managementCustomer acquisitionNeeds-based product recommendationIn-branch and off-site promotion coordinationRetail bankingIIQE Papers 1, 2, 3