香港零售銀行招聘(RM, IC, IS, Nonsales role/ HKD 30 - 90K/ Hold HKSI & IIQE)

Your new company

You will be joining a well-established and reputable banking institution with a strong presence in Hong Kong. The bank offers a stable platform, comprehensive wealth management solutions, and clear career progression opportunities within a dynamic and client-focused environment.
您將加入一家在香港具穩固基礎及良好市場聲譽的銀行，提供完善的財富管理平台、穩定的發展環境及清晰的晉升路徑，並重視以客戶為中心的服務文化。

Your new role
Position 1: Relationship Manager（客戶經理）
Key Responsibilities 主要職責

• Provide comprehensive financial planning services to high-net-worth clients
  為高淨值客戶提供全面財務策劃服務
• Deliver personalised banking experience and build long-term client relationships
  提供個性化服務並建立及維繫長遠客戶關係
• Promote investment, insurance, and banking solutions to drive business growth
  推廣投資、保險及銀行產品以拓展業務
• Ensure compliance with regulatory requirements and internal control standards
  遵守監管要求及內部風控政策

Requirements 職位要求

• Minimum 2 years of experience in wealth / banking product sales
  至少2年銷售銀行/投資/保險產品經驗
• Strong sales drive & customer-oriented mindset
  具備強烈銷售能力及客戶導向思維
• Relevant licenses (IIQE / HKSI) preferred
  持有IIQE / HKSI牌照者優先
• Good command of English and Chinese (Putonghua is an advantage)
  良好中英文能力，普通話優先

Position 2: Insurance Specialist（保險專才）
Key Responsibilities 主要職責

• Provide professional insurance advisory services to retail and wealth clients
• Identify customer needs and design tailored protection and wealth solutions
• Work closely with RMs / frontline teams to drive insurance business growth
• Maintain compliance and uphold high-quality advisory standards

Requirements 職位要求

• Experience in insurance sales / advisory within banking or agency background
• Qualified in IIQE papers
• Strong communication, presentation, and relationship-building skills
• 
  

Position 3: Investment Specialist（投資專才）
Key Responsibilities 主要職責

• Provide investment advisory services (funds, equities, structured products)
• Support frontline teams in delivering market insights and portfolio strategies
• Conduct investment product training and client seminars
• Monitor market trends and ensure compliance with regulatory standards

Requirements 職位要求

• Solid knowledge of financial markets and investment products
• Relevant licenses (HKSI 1, 4, 7, 8 preferred)
• Strong analytical mindset and presentation skills

What you'll need to succeed

• 
  Minimum 2+ years of experience in banking, wealth management, insurance, or investment product sales
  具備最少2年以上銀行、財富管理、保險或投資產品銷售經驗
  
• 
  Strong client relationship management and sales capabilities
  具備良好客戶關係管理及銷售能力
  
• 
  Relevant licenses (e.g. IIQE, HKSI) are highly preferred
  持有相關專業資格（如IIQE、HKSI）者優先考慮
  
• 
  Excellent communication and interpersonal skills with a customer-centric mindset
  擁有良好溝通及人際技巧，具備以客戶為本的服務態度
  
• 
  Proficiency in English and Chinese, Putonghua is an advantage
  良好中英文能力，懂普通話更佳
  
• 
  Self-motivated, result-driven, and able to work under pressure
  工作積極主動、以結果為導向，並能承受工作壓力
  

What you'll get in return

• 
  Competitive salary package with attractive incentive scheme
  具競爭力的薪酬及完善的獎金制度
  
• 
  Access to a strong client base and product platform
  可接觸優質客戶群及多元化產品平台
  
• 
  Clear career progression path within the bank
  提供清晰職業發展及晉升機會
  
• 
  Continuous training and professional development support
  完善培訓及專業發展機會
  
• 
  Exposure to wealth management and high-net-worth clients
  可接觸高淨值客戶及財富管理業務
  

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 on your career.
如對以上職位有興趣，請點擊「Apply Now」或提交履歷作保密洽談。