The Bank of East Asia

About BEA

Relationship Manager Trainee 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 two-year, fast-track Relationship Manager 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 two-year programme, trainees develop the knowledge and skills to identify customers’ financial needs, provide personalised financial solutions, and build trustful relationships with customers of diverse backgrounds. Through comprehensive training, mentoring support, job attachments and exposure to a range of middle and back office units that work closely with the branch network, trainees acquire in-depth understanding of the different personal banking products and distribution channels, as well as the skills to collaborate with colleagues at different customer touch points to deliver excellent customer service.

Programme Structure

Year 1
  • Relationship Manager Trainees will go through intensive training which covers product knowledge, operation know-hows, compliance, service skills and selling skills.
  • Trainees are also supported to pursue relevant licencing examinations as required to perform regulated activities in the provision of insurance, MPF and securities services.
  • To enable trainees to understand how different channels work together to deliver personal banking services to different customer segments, short-term attachment or visits at different departments that work closely with the branch network will be arranged.
  • Trainees will perform the roles of Customer Service Representative and then Relationship Officer at selected branches to gain practical experience at different frontline customer touch points.
Year 2
  • Relationship Manager Trainees 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 advanced selling skills, financial planning, presentation skills and management skills are provided to groom them into well-rounded relationship managers.
  • Trainees are supported to acquire professional qualification related to financial planning.

Selection Requirements

  • University graduate with 1-2 years’ working experience, preferably in customer services, sales or marketing
  • Enthusiastic and able to thrive in a sales environment; motivated by sales targets and successful in achieving them
  • Pleasant, proactive, mature, independent, and customer-focused
  • An effective communicator and a good team player
  • Proficient in both spoken and written English and Chinese; Putonghua an advantage
  • Having passed the Insurance Intermediaries Qualifying Examination or Hong Kong Securities Institute Licencing Examinations is an advantage