Your new company

A leading and well-established retail banking institution is expanding its Wealth Management and Priority Banking business in Hong Kong. Due to continued business growth, multiple openings are available for experienced Relationship Managers, Senior Relationship Managers, and Priority Banking professionals to join a high-performing frontline sales team.

Your new role

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  Manage and grow a portfolio of affluent and high-net-worth customers through relationship deepening and proactive wealth planning.
  
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  Acquire new-to-bank clients through referrals, networking activities, customer events, and business development initiatives.
  
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  Conduct comprehensive financial reviews to understand customers' financial goals, investment preferences, risk appetite, and banking needs.
  
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  Provide suitable wealth management, investment, insurance, deposit, and lending solutions to customers.
  
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  Collaborate closely with product specialists to deliver tailor-made financial solutions.
  
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  Achieve individual sales, revenue, and portfolio growth targets through cross-selling and relationship expansion.
  
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  Organise customer events, seminars, and marketing activities to strengthen client engagement and brand presence.
  
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  Ensure full compliance with all regulatory and internal control requirements while maintaining the highest professional standards.
  
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  Support and mentor junior banking staff where appropriate.
  

What you'll need to succeed

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  Minimum 4 years of retail banking, priority banking, wealth management, or relationship management experience.
  
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  Proven track record in customer acquisition, portfolio growth, and wealth management sales.
  
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  Experience managing affluent, high-net-worth, or priority banking customers is highly preferred.
  
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  Strong knowledge of investment, insurance, deposit, lending, and wealth management products.
  
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  Passed IIQE Papers 1, 2 and 3 (or equivalent).
  
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  Passed HKSI Licencing Examination (Paper 1, 7 and/or 8 or equivalent).
  
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  MPF qualification preferred.
  
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  HKIB qualifications or Certified Banker status will be an advantage.
  
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  Strong interpersonal, communication, and relationship-building skills.
  
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  Self-motivated, customer-focused, and sales-driven.
  
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  Fluent in Cantonese and English; Mandarin is an advantage.
  

What you'll get in return

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  Attractive basic salary with competitive performance incentives.
  
• Stable customer portfolio and strong wealth management platform.
• Comprehensive product and specialist support.
• Clear career progression opportunities within Retail Banking and Wealth Management.
• Exposure to affluent and high-net-worth customer segments.
• Professional and collaborative working environment.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.