Retail Banking Professional Programme
Operating one of the largest branch networks in Hong Kong, BEA counts on a professional team of frontline customer service staff to deliver an excellent customer experience to the Bank’s personal banking customers. To ensure this standard, the 18-month, fast-track Retail Banking Professional Programme aims to groom a pipeline of Relationship Managers who are well versed in the personal banking services within BEA’s branch network.
During the 18-month programme, Associates will be placed on a structured fast-track career path where they will gain in-depth knowledge and skills specifically for financial planning through comprehensive classroom training, job placements in our branch network, and on-the-job coaching from our management team. High-flyers are able to develop their careers from an Associate to a Senior Relationship Manager in 36 months’ time.
Programme Structure
0 – 6 months
- This programme is designed to provide individuals with necessary skills and knowledge to become successful relationship managers in retail banking.
- Retail Banking Associates will go through intensive training which covers product knowledge, operation know-hows, compliance, service skills and selling skills.
- Retail Banking Associates are also supported to pursue relevant licencing examinations as required to perform regulated activities in the provision of insurance and securities services, i.e. IIEQ I, II and III.
- Retail Banking Associates will perform the role of Customer Service Representative at selected branches to gain practical experience at different frontline customer touch points.
7 – 12 months
- Retail Banking Associates continue to consolidate their skills and experience in the provision of financial services to a diverse range of personal customers through on-the-job training.
- Classroom training on insurance selling skills, financial planning and presentation skills are provided to groom them into assistant relationship managers.
- Retail Banking Associates are also supported to pursue relevant licencing examinations as required to perform regulated activities in the provision of investment and MPF, i.e. HKSI (Paper 1, 7, 8) and MPF.
- Retail Banking Associates will perform the role of Relationship Officers at selected branches to gain practical experience at different frontline customer touch points.
13 – 18 months
- Classroom training on advanced investment selling skills and management skills are provided to groom them into well-rounded relationship managers.
Selection Requirements
- Degree holder preferably in Finance or Business
- Fresh graduates (including IANG holders) are welcome
- Passes in the IIQE (Paper 1,2,3), HKSI (Paper 1, 7, 8) and MPF Licensing is an added advantage
- Enthusiastic in developing careers into wealth and financial professionals
- Capable to handle work in a target driven environment
- Experience of customer services or sales & marketing is highly preferred
- Pleasant, proactive, mature, independent and customer-focused
- Proficiency in both spoken and written English and Chinese (Proficiency in Cantonese is a must)
