HK - GCB - Personal Banker

Full Time
Junior (less than 3 years)
English, Cantonese, Mandarin (Putonghua)

Technical Skills

  • Accountancy
  • Business Development
  • Corporate Communications
  • Customer Service
  • New Business Development
  • Sales

Job Description

HK - GCB - Personal Banker

Location: APAC-HKG-Hong Kong-Hong Kong

  • To provide sales & service support to branch and serve consolidated banking customers
  • To deliver quality services to customers and to ensure that all customers requests and enquiries are timely handled
  • To acquire new accounts through the branch walk-in customers and make referrals to Consultants/Professionals for further business development
  • To promote and cross-sell General Insurance product
  • To complete loan application, conduct TU checking, screen income proof and supporting documents on loan application
  • To assist in meeting overall branch sales and service goals


  • University graduate with at least 1 year of customer service or sales experience with retail banking
  • Good knowledge of banking products & services, operations & procedures and systems
  • Good problem solving skills
  • Proactive with good communications & interpersonal skills
  • Good command of English, Cantonese & Mandarin
  • Passed IIQE paper 1,2,3
  • Passed HKSI paper 1,7,8 would be an advantage

Professional Qualifications

  • IIQE 1 - Principles and Practice of Insurance Examination
  • IIQE 2 - General Insurance Examination
  • IIQE 3 - Long Term Insurance Examination
  • HKSI 1 - Fundamentals of Securities and Futures Regulation
  • HKSI - Any Paper