Are you a proven sales professional looking to transition into a lucrative banking career? A top-tier retail bank in Hong Kong is launching a premier entry program designed to fast-track high-performing non-banking sales talent into Wealth Management.
Key Responsibilities
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Build, manage, and expand portfolio relationships with high-net-worth individual clients.
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Deliver tailored financial planning solutions across investment, insurance, and wealth management products.
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Identify cross-selling opportunities to achieve personal and team sales targets.
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Adhere strictly to banking compliance, regulatory standards, and internal risk controls.
Requirements & Qualifications
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Experience: Minimum 2 years of solid sales track record in non-financial industries (e.g., luxury retail, property, FMCG, telecom, hospitality, or B2B sales). Candidates with bank back-office experience will also be considered.
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Education: Bachelor’s Degree AND 5 passes in HKDSE (including Chinese/English and Math) to meet strict regulator registration requirements (Asso Degree / Higher Diploma holders cannot be accepted for this intake).
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Licensing Requirements:
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Must possess valid IIQE Paper 1, 2, and 3 licenses prior to day one.
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Must obtain relevant investment licenses (HKSI Paper 1, 7, 8) within 1 month of onboarding (full training and study support provided).
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Attributes: Strong drive to succeed, excellent communication skills, and a customer-centric mindset.
What We Offer
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Comprehensive structured training and onboarding for non-banking professionals.
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Clear career progression route into Senior Relationship Management and Wealth Advisory roles.
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Competitive base salary with attractive performance incentives and full banking benefits.
