We are seeking driven and customer-oriented professionals to join one of Hong Kong's most reputable and long-standing Chinese banks. This is a valuable opportunity to grow your career in retail banking within a stable, service-focused, and forward-looking organization.
Key Responsibilities
- Provide professional investment and insurance advisory to retail banking clients
- Partner with Relationship Managers to identify client needs and deliver holistic financial solutions
- Conduct regular portfolio reviews and recommend suitable investment or protection products
- Stay updated on market trends, product developments, and regulatory changes
- Ensure full compliance with internal policies and external regulations
Ideal Candidate
- Welcome Relationship Managers switching to IC / IS
- Degree holder in Finance, Business, or related discipline
- Minimum 2-3 years of experience in investment or insurance advisory within retail banking
- Strong knowledge of mutual funds, bonds, structured products, and insurance solutions
- HKSI (Paper 1, 7, 8) and IIQE (Paper 1, 2, 3, 5) qualifications required
- Excellent communication and interpersonal skills
- Fluent in Cantonese and English; Mandarin is an advantage
What We Offer
- Comprehensive medical and life insurance
- Ongoing training and professional development
- Supportive team culture and leadership
Interested parties please click Apply Now to submit your CV to us.
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