Banking Trainee/Relationship Manager

• Stable and reputable banking platform
• Structured programme with defined career pathway

About Our Client

A leading and well-established banking institution with a strong presence in Hong Kong, recognised for its comprehensive retail and wealth management services.

Job Description

Key Responsibilities:

• Serve noteworthy and VIP clients by delivering personalised banking support across products such as lending, investments, insurance, and daily banking solutions
• Drive business growth by meeting or exceeding performance goals set by management
• Identify new client acquisition opportunities and actively promote relevant banking products through cross-selling
• Build, manage, and sustain long-term client relationships through professional and attentive service
• Understand clients' financial objectives and recommend appropriate solutions to address their evolving needs

The Successful Applicant

Requirements：

• Degree or Associate Degree holder, or HKCEE / HKDSE qualification with a minimum of one year's relevant working experience; experience in banking or financial services is preferred
• Strong customer-focused mindset with proven sales awareness and the ability to work independently
• Good interpersonal and communication skills
• Bilingual in English and Chinese; Putonghua proficiency is a definite advantage
• Mandatory qualifications: IIQE Papers 1, 2 & 3; HKSI Papers 1, 7 & 8
• Candidates with limited experience are welcome to apply
• Applicants with an Insurance Agent or Broker background will also be considered

What's on Offer

• Competitive remuneration package with attractive performance-based incentives
• Structured training and continuous professional development to support career growth
• Opportunity to build long-term expertise in VIP and relationship-focused banking
• Exposure to a wide range of banking and wealth management products
• Clear career progression pathway within the banking group
• Supportive team environment with strong managerial guidance