Relationship Manager (Career Transition Program - Banking)

Eagle Partners (International) Co., Limited; Hong Kong; On-site; HKD 600,000 - 1,200,000; Full time

Benefits offered by this job

Full staff banking privileges

Comprehensive medical coverage

Clear career trajectory toward Senior

Job summary

Eagle Partners (International) Co., Limited in Hong Kong is recruiting a Relationship Manager for a Career Transition Program designed to bring high-performing sales professionals into banking. The Bridging Program delivers training in financial products, compliance, and advisory strategies.

Selected candidates will manage a portfolio of high-net-worth clients with a focus on business development and wealth advisory services, leveraging prior relationship-building skills while transitioning into

Qualifications

• Minimum 2 years of proven sales experience in any competitive industry.
• Form 5 / DSE graduate or above; degree holders preferred.
• Licensing not required upfront; commitment to obtain IIQE and HKSI qualifications.
• Strong client relationship and target-driven track record are essential.

Responsibilities

• Portfolio management for designated High-Net-Worth clients.
• Identify new business opportunities and expand the client base.
• Provide wealth advisory services post-training by analysing client needs.
• Represent the bank professionally to protect and enhance brand.

Skills

Portfolio management

Business development

Financial advisory

Brand representation

Education

Form 5 / DSE graduate

Degree holder preferred

Job description

Relationship Manager (Career Transition Program - Banking)

Executive Summary
Our client, a premier banking group in Hong Kong, is actively expanding its Wealth Management division. They have launched a specialized recruitment initiative designed to identify and cultivate high-caliber sales professionals from diverse industries who wish to transition into the banking sector.

This role offers a structured pathway for successful sales individuals (from Real Estate, Luxury Retail, Aviation, or Hospitality) to leverage their existing client relationship skills within a professional financial environment.

The Opportunity

Sector Transition: A rare opportunity to enter the Banking industry without prior financial experience.

Professional Development: Selected candidates will undergo a comprehensive Bridging Program, providing full training on financial products, compliance, and advisory strategies.

Remuneration: A superior compensation package comprising a highly competitive Base Salary (above market average for general sales) plus uncapped performance-based incentives.

Banking Benefits:

• Full staff banking privileges
• comprehensive medical coverage
• a clear career trajectory toward Senior Management

Key Responsibilities

Portfolio Management: Provide dedicated wealth management services to a designated portfolio of High-Net-Worth individuals.

Business Development: Leverage strong interpersonal skills to identify new business opportunities and expand the client base.

Financial Advisory: Analyze client needs to recommend appropriate investment, insurance, and wealth protection solutions (post-training).

Brand Representation: Uphold the professional standards and reputation of the bank at all times.

Candidate Requirements

Experience: Minimum 2 years of proven sales experience in any competitive industry. A consistent track record of achieving sales targets is essential.

Qualifications: Form 5 / DSE graduate or above (Degree holders preferred).

Licensing: Prior financial licenses are not required. Candidates must demonstrate the commitment to obtain IIQE and HKSI qualifications.