Retail Banking Frontline Roles | Competitive Package 30K-90K | VISA Support Avai

Your new company

You will be joining a reputable and fast-growing financial institution with a strong presence in retail banking and wealth management. To support continuous expansion, the bank is hiring multiple frontline roles across Relationship Management, Investment Advisory and Insurance Sales. The platform offers robust product support, strong brand recognition and comprehensive training.

Your new role
You will join the frontline wealth management team under one of the following key positions:
Relationship Manager (Retail Banking)

• Manage and grow a portfolio of high-net-worth clients
• Provide end-to-end wealth management solutions including investment, insurance and financial planning
• Build long-term client relationships and deliver exceptional customer service

Investment Consultant (IC)

• Provide professional investment advisory on funds, bonds, structured products and other wealth solutions
• Analyse client portfolios and market trends
• Partner with Relationship Managers to deepen investment penetration and support business growth

Insurance Specialist (IS)

• Promote protection, life, savings and medical insurance solutions
• Assess clients' financial protection needs and offer tailored recommendations
• Work with frontline teams to meet insurance business KPIs

What you'll need to succeed
For Relationship Manager

• Bachelor's degree or above
• Minimum 3 years' retail banking experience
• IIQE & relevant HKSI licensing passed
• Strong interpersonal skills; fluent in English and Chinese

For Investment Consultant

• 2-3 years of investment advisory or wealth management experience
• HKSI Paper 1, 7, 8
• Solid product knowledge and strong client engagement skills

For Insurance Specialist

• 1-2 years' experience in insurance sales (banking experience preferred)
• IIQE Paper 1 & 3
• Strong communication skills with a proactive, sales-driven mindset

What you'll get in return

• Attractive base salary + performance incentives (Range: 30K-90K)
• Strong wealth management and insurance platform
• Comprehensive product suite and solid internal support
• Clear progression path within frontline, wealth and insurance streams
• Working VISA sponsorship available for qualified candidates

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.