Key Responsibilities
Client Portfolio Management: Manage and grow a portfolio of retail and wealth clients, acting as a trusted advisor for their personal financial needs.
Financial Planning & Advisory: Conduct comprehensive financial needs analysis and recommend tailored solutions, including investment, insurance, and deposit products.
Business Development: Drive revenue growth through customer acquisition, portfolio deepening, and strategic cross-selling.
Compliance & Operational Risk: Ensure all sales practices and client interactions adhere strictly to internal guidelines and HKMA/SFC regulatory standards.
Requirements & Qualifications
Education & Credentials: Degree holder in Business, Finance, or a related discipline. Valid IIQE (Licenses 1, 2, 3, 5)
Experience: Minimum 3–5 years of retail banking or financial advisory experience with a proven track record in wealth management sales.
Skills: Excellent communication, negotiation, and interpersonal skills. Fluency in Cantonese, English, and Mandarin is required.
Type: Permanent
Category: Retail Banking - No Selection Required
Reference ID: 511-202608s
Date Posted: 21/08/2026
