• Leading Hong Kong Bank
• Great Incentive (Up to 3+ Months per Quarter)
• Non-banking RM Welcome

Responsibilities

• Built and managed a portfolio of high-net-worth and mass affluent clients, providing tailored wealth management and financial planning solutions.
• Offered investment and insurance advisory services, including unit trusts, bonds, structured products, FX, and protection plans.
• Developed new business opportunities through client referrals, networking, and relationship-building initiatives.
• Conducted portfolio reviews and delivered market insights to support clients' financial objectives.
• Collaborated with internal specialists to provide comprehensive banking and wealth management services.
• Maintained strong regulatory compliance standards and delivered exceptional customer experience.

Requirements

• Bachelor's degree or above in Business Administration, Finance, Economics, or related disciplines.
• Minimum 2 years of experience in retail banking, wealth management, insurance, investment advisory, or relationship management.
• Proven track record in client acquisition, portfolio growth, and achieving sales targets.
• Strong knowledge of wealth management products, including deposits, investment funds, bonds, insurance, structured products, and foreign exchange.
• Excellent interpersonal, communication, and client relationship management skills.
• Holder of HKSI Paper 1, 7, 8; IIQE Papers 1, 2, 3, 5
• Proficiency in Mandarin & English, Cantonese is an advantage
• IANG visa holders, and QMAS candidates are welcome to apply.