- Tailored Financial Planning: As a Senior Relationship Manager, you will provide bespoke financial planning services to a discerning clientele. Your expertise will guide high-net-worth individuals, mainlanders, and offshore customers toward their financial goals.
- Client-Centric Approach: You'll be the trusted advisor for our segment customers. By offering personalized service, you'll foster strong relationships, ensuring their financial well-being and satisfaction.
- Strategic Product Promotion: Leverage your knowledge to promote investment, insurance, and banking products. Your insights will drive new business opportunities and optimize our portfolio offerings.
- Risk Management Excellence: Uphold our commitment to operational excellence by managing operational risk. Your adherence to relevant policies, guidelines, and compliance requirements will be instrumental in maintaining our reputation.
- A degree holder with a successful sales track record, having passed in the IIQE 1, 2, and 3, as well as the HKSI Licensing Examinations 1, 7, and 8.
- Prior experience in direct selling of investment or life insurance products is an advantage. Candidates from corporate, commercial or private banking who wants to make a switch are welcomed.
- Proficiency in Cantonese, English, and Mandarin
- Sales-driven and resilient mindset, ability to work under pressure
- Senior Relationship Manager (5-8 years of experience): Join our elite team and take your career to new heights. Your expertise will shape our strategic vision.
- Associate Director years of experience): Lead with distinction. Your impact will resonate across our high-profile clientele.
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