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Banking Trainee/Relationship Manager

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Number of Applicants

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Job Description - 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
Original job Banking Trainee/Relationship Manager posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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