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📝 Responsibilities Join an intensive on-the-job training program to become a professional Relationship Manager in branch banking. (RM Trainee) Provide financial planning services to high-net-worth clients and developing long-term relationships. Promote investment, insurance and banking products for optimizing new business opportunities. Work closely with Branch Managers, Investment Consultant, Insurance Specialist and other key stakeholders in building healthy sales pipelines to ensure key performance indicators are being met. Ensure compliance with all regulatory and internal guidelines, including KYC and AML procedures. ✅ Requirements 歡迎 GBO, 歡迎內地銀行RM, 歡迎有保險經驗轉行 Welcome candidates without prior branch experience, training will be provided. (RM Trainee) Minimum 1 year of experience in banking / financial institution/ insurance industry is preferred. Holder of IIQE Papers 1, 2, 3 (RM Trainee) and HKSI Papers 1, 7, 8 (RM need both I & I qualification) Eager to develop a career in wealth management and frontline relationship management. Strong interpersonal and communication skills. Fluent in Cantonese, English, and Mandarin. (Native in Mandarin and Basic in Cantonese is ACCEPTED for Cross Border RM)