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.