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We are seeking driven and customer-oriented individuals to become part of one of Hong Kong’s most reputable and long-standing banks. This is an excellent opportunity to advance your career in retail banking within a stable and growth-focused institution.
Locations: Central Main branch/ Central District
Salary: HKD 70K–100K + quarterly incentive
 
Responsibilities:
Requirements:
Locations: Central Main branch/ Central District
Salary: HKD 70K–100K + quarterly incentive
Responsibilities:
- Deliver tailored financial planning to high-net-worth and Prestige clients
 - Offer comprehensive wealth management solutions to strengthen client relationships
 - Identify and pursue new business opportunities through holistic financial advice
 - Support the team leader in mentoring Relationship Managers
 - Ensure compliance with internal policies and manage operational risks
 
Requirements:
- Degree in finance or related field; CFA, CFP, or CFMP preferred
 - Passed relevant insurance and securities licensing exams
 - HKIB ARWP or CRWP certification is an advantage
 - Meets regulatory competency standards under the Securities and Futures Ordinance
 - At least 5 years of experience in investment, insurance, and banking sales
 - Strong client focus with excellent communication and interpersonal skills
 - Self-driven, resilient, and able to perform under pressure
 - Fluent in English and Chinese; Putonghua is a plus
 - Customer-centric mindset with ability to handle complex client needs
 - Agile learner with strong awareness and critical thinking
 
- Comprehensive medical and life insurance
 - Ongoing training and professional development
 - Supportive team culture and leadership
 
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