Relationship Manager Associate

Purpose of the role:

We are looking for aspiring sales talents who are passionate about wealth management and retail banking. As a Relationship Manager Associate, you will join a structured development journey that provides comprehensive trainings. practical exposure, and processional support to help you build a successful career in Consumer Financial Services.

Join us and take the next step in your Retail Banking career and be part of the winning team.

By joining us as the Relationship Manager Associate, you will:

• Benefit from a structured training and development programme designed to accelerate your career as a Relationship Manager
• Gain practical experience through branch attachments and on-the-job training
• Develop broad-based knowledge in retail banking, wealth management and financial planning
• Develop strong customer relationship management and consultative selling techniques
• Receive dedicated coaching and mentorship from experienced branch leaders
• Strengthen your expertise in portfolio management, customer engagement and wealth solutions
• Obtain relevant professional licenses and certifications with dedicated support
• Develop a comprehensive understanding of the Bank's products, services and customer value propositions
• Progress through a clear career pathway towards a Relationship Management role

What you will be doing:

• Develop a strong understanding of the Bank’s products, services, wealth management solutions and customer needs
• Deliver professional services and recommend tailored banking and wealth solutions to meet customers’ goals
• Conduct financial needs analysis and identify suitable products and services for customers
• Build and maintain long-term customer relationships through quality service and proactive engagement
• Support sales activities, customer acquisition initiatives and branch campaigns to achieve performance targets
• Ensure compliance with regulatory requirements, internal policies and risk management standards
• Collaborate with cross-functional teams to deliver seamless customer experiences
• Complete all required training, assessments and licensing examinations

Who are we looking for:

• Holder of Diploma or bachelor’s degree in any disciplines is preferred; with 5 subjects at Grade E/Level 2 or above in HKCEE/HKDSE including Chin/Eng and Maths, or equivalent
• Candidates are required to obtain the relevant professional licenses/certifications (such as HKSI and IIQE qualifications) within the probation period, (e.g. HKSI Licensing Examination, or other relevant certifications).
• Candidates with at least 2 years of sales or service experience in any Retail Business field are welcome
• Strong passion for sales, customer engagement and wealth management
• Excellent interpersonal, communication and relationship-building skills
• Self-motivated, proactive and driven to achieve results
• Strong learning agility and willingness to take on new challenges
• Effective team player with a positive attitude
• Good command of written and spoken English and Chinese; proficiency in Putonghua is an advantage
• Willing to rotate across branches and undertake different learning assignments