Wealth Management Trainee Programme

We are now seeking high-caliber talents who are passionate and ambitious in developing career in retail banking to join our Wealth Management Trainee Programme. We offer structured training and hands-on branch exposure, providing a solid foundation to advance your future career as a wealth management professional.

Join us and be part of the winning team!

Programme Exposure

By joining the Wealth Management Trainee Programme, you will receive:

• Comprehensive Training & Professional Development: Accelerate your professional growth through comprehensive training covering banking operations, product knowledge, regulatory compliance, service excellence and effective sales techniques.
• Branch Immersion & Exposure: Step into real-world branches and work closely with our dedicated wealth management specialist teams, gaining practical experience in customer interaction, product advisory and branch operation.
• Dedicated Mentorship & Support: Assign a dedicated mentor who provides continuous support and guidance, share practical experience and constructive feedback to foster your personal growth and professional development.
• Career Advancement and Personal Growth: Offer a clear career progression path and a fast track to groom you into a wealth management professional. Upon successful completion of the programme, you will gain a competitive edge to shape your career journey in our retail banking.

Requirements

• Higher Diploma or above.
• Attainment of IIQE papers 1, 2 and 3 is a must.
• Attainment of HKSI papers 1, 7 and 8 will be preferred.
• Prior experience in direct sales, customer services or related roles in retail banking or financial institutions is required. Candidates with 1 year or above relevant experience will definitely be an advantage.
• Customer centric, self-motivated and resilient under pressure.
• Eager to learn, with excellent communication and interpersonal skills.
• Proficient in English and Cantonese. Fluent in Putonghua is a plus.

If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course. For details, please click here .