Client Manager (Multiple openings)

Renrui Human Resources Technology (Hong Kong) Limited; Hong Kong; On-site; HKD 201,000 - 335,000; Full time

Job summary

Renrui Human Resources Technology (Hong Kong) Limited, a leading Hong Kong–based financial services plataforma offering global securities trading and wealth management solutions, is expanding its sales team for a new customer service centre. The role focuses on servicing existing clients, promoting active trading, onboarding new clients, and delivering investor education.

Cantonese fluency is essential, and Mandarin is a plus.

Qualifications

• Diploma or above with relevant work experience.
• Experience in client sales or service in finance/securities preferred.
• SFC Type 1 Licence or HKSI Paper 1 required.
• Fluent in Cantonese; Mandarin is a plus.
• Strong interpersonal skills, learning agility, negotiation, and teamwork.

Responsibilities

• Service and maintain existing clients while initiating and promoting active client trading.
• Handle conversion and servicing of new clients, deliver investor education services, and assist clients in resolving investment issues.
• Acquire HK and US stock investment clients via local channels; explore overseas channels (online media, KOLs, cross-industry collaborations).
• Provide information support for strategic business decisions by monitoring market shifts.

Skills

Interpersonal skills

Client sales

Negotiation

Learning agility

Teamwork

Self-motivation

Stress resistance

Education

Diploma or above

Job description

Our client is a leading Hong Kong–based financial services platform offering global securities trading, futures, asset management, and wealth management solutions. To support their continued expansion in Hong Kong, they are building out a sales team for their newly established customer service center.

Responsibilities:

Service and maintain existing clients while initiating and promoting active client trading.

Handle the conversion and servicing of new clients, deliver investor education services, and assist clients in resolving investment issues.

Acquire precise Hong Kong and US stock investment clients via local channels, and explore/expand overseas channel resources (e.g., online self-media, investment KOLs, and cross-industry collaborations).

Maintain keen insight into financial market shifts, collect industry dynamics, and provide information support for strategic business decisions.

Requirements:

Diploma or above with relevant work experience. Preference will be given to candidates with a client sales or service background in the finance or securities industry.

Candidates without direct experience who possess strong interpersonal skills will also be considered.

Holder of an SFC Type 1 Licence or HKSI Paper 1

Fluent in Cantonese, mandarin would be a plus

People person with strong learning agility, business negotiation skills, resource development capabilities, self-motivation, strong stress resistance, and a team-oriented mindset.

Immediately available is a plus