CITICfirst Relationship Manager


Technical Skills

  • Marketing
  • Risk Assessment
  • Sales

Job Description

CITICfirst Relationship Manager

Key Responsibilities

  • Source individual prospects to achieve new business and customer acquisition goals.
  • Carry out promotion programs by presenting retail banking products and services to groups, clubs, associations, companies and other organizations.
  • Actively participate in the marketing and promotional activities for customer acquisition.
  • Enhance and maintain good relationships with the customers.
  • Assist the Branch Manager in upgrading and converting existing target branch customers into CITICfirst customer.


  • Minimum 2 years solid experience in servicing premier customers is required.
  • Secondary education or above; degree holder in Business Administration or related disciplines is preferred.
  • Possess IIQAS and other required qualifications under SFC for selling insurance and investment products; Possession of CFP / CFA / HKRFP qualification is an added advantage.
  • Familiar with wealth management knowledge including retail banking practices and products, sales and marketing, risk assessment.
  • Strong sales drive with good interpersonal and communication skills.
  • Good command of written and spoken English and Chinese.

For more details about career opportunities with the Bank, please visit our website  Please apply with full resume stating current and expected salaries via or email to [email redacted, apply via Jobable].

Personal data collected will be used for recruitment related purposes only. Applicants not invited for interview within 6 weeks may consider their applications unsuccessful. However, applicants may be considered for other suitable positions within the Group for a period of not more than 2 years. Personal data will be destroyed at any time after 3 months.

China CITIC Bank International is committed to being an equal opportunities employer and intends to provide a work environment free of unlawful discrimination or harassment.  All employment decisions will be made in a non-discriminatory manner.

Employment TypeFull-time
Education LevelBachelor
QualificationCertified Financial Planner (CFP), CFA Level III / CFA Charterholder, Insurance Intermediaries Qualification Assurance Scheme (IIQAS) Qualified
LanguageEnglish, Cantonese
China CITIC BankFinancial Services, Retail and Commercial Banking

18 Tai Koo Shing Rd Quarry Bay

directions_walk6 mins walk from Tai Koo Station