Wealth Relationship Manager - Entry Program

Gravitas Recruitment Group Hong Kong; Hong Kong; On-site; HKD 180,000 - 300,000; Full time

Benefits offered by this job

Structured training

Career progression

Banking benefits

Job summary

A premier bank in Hong Kong is launching an entry program to fast-track high-performing non-banking sales talent into Wealth Management. This role focuses on building relationships with high-net-worth clients and delivering tailored financial planning solutions.

Ideal candidates have at least 2 years in non-financial sales, a Bachelor’s degree with 5 HKDSE passes, and licensing in IIQE Paper 1-3 plus HKSI papers 1,7,8 within onboarding month.

Qualifications

• Minimum 2 years of solid sales track record in non-financial industries (e.g., luxury retail, property, FMCG, telecom, hospitality, or B2B sales).
• Bachelor’s Degree + 5 HKDSE passes required to meet regulator registration requirements.
• Licensing: IIQE Paper 1, 2, and 3 required before day one; HKSI Paper 1, 7, 8 within 1 month of onboarding (training provided).

Responsibilities

• Build, manage, and expand portfolio relationships with high-net-worth clients.
• Deliver tailored financial planning solutions across investment, insurance, and wealth management products.
• Identify cross-selling opportunities to achieve personal and team sales targets.
• Adhere to banking compliance, regulatory standards, and internal risk controls.

Skills

Sales experience

Communication skills

Customer-centric mindset

Non-financial sales background

Education

Bachelor's degree

HKDSE 5 passes (Chinese/English/Math)

Job description

A premier bank in Hong Kong is launching an entry program to fast-track high-performing non-banking sales talent into Wealth Management. This role focuses on building relationships with high-net-worth clients and delivering tailored financial planning solutions.

Ideal candidates have at least 2 years in non-financial sales, a Bachelor’s degree with 5 HKDSE passes, and licensing in IIQE Paper 1-3 plus HKSI papers 1,7,8 within onboarding month.