Client Relationship & Wealth Solutions Manager

Yunfeng Financial Group Limited; Hong Kong; On-site; HKD 320,000 - 520,000; Full time

Benefits offered by this job

Allowance + commission

Monthly bonus

Annual bonus

Year-end bonus

Flexible work location

Visa assistance

Fast-track promotion

Overseas travel opportunities

Job summary

Yunfeng Financial Group Limited in Hong Kong is seeking a Relationship Manager to engage with retail clients on behalf of the group, build lasting relationships, and support business development.

You will assist the sales team to generate revenues through campaigns, participate in investment and insurance planning, and handle products ranging from private equity to MPF, requiring Cantonese, Mandarin and English, plus a degree and willingness to train on licenses.

Qualifications

• Recognized Degree Holder in any discipline.
• HKSI Paper 1, 7, 8 & IIQE 1,3,4,5 preferred, or willing to learn on the job.
• At least 1 year of working experience.
• Experience in sales, marketing or finance is an advantage.
• Fluent in Cantonese, Mandarin and English.
• Excellent in presentation and teamwork.

Responsibilities

• Communicate and maintain good relationships with retail clients as a group representative.
• Assist the sales team to generate revenue through campaigns and marketing activities.
• Participate in investment and insurance planning and services.
• Handle financial products including Private Equity, Private Equity Fund, Private Credit, Personal and Commercial Insurance, and MPF.
• Engage with personal and corporate clients and manage diverse communications.

Skills

Cantonese/Mandarin/English

Presentation skills

Teamwork

Relationship management

Education

Recognized Degree

Job description

Yunfeng Financial Group Limited in Hong Kong is seeking a Relationship Manager to engage with retail clients on behalf of the group, build lasting relationships, and support business development.

You will assist the sales team to generate revenues through campaigns, participate in investment and insurance planning, and handle products ranging from private equity to MPF, requiring Cantonese, Mandarin and English, plus a degree and willingness to train on licenses.