Elite Portfolio Relationship Manager — Wealth Growth

Eagle Partners (International) Co., Limited; Hong Kong; Vor Ort; HKD 335.000 - 893.000; Vollzeit

Zusammenfassung

Eagle Partners (International) Co., Limited is seeking an experienced Relationship Manager for Elite Portfolio in Hong Kong. You will build and expand client relationships, offer exclusive wealth management services, and drive new business growth for high-net-worth clients.

You will deliver excellence in financial advisory by staying ahead of market trends and tailoring strategic financial solutions. The role requires solid sales experience in investment or insurance within banking/financial

Qualifikationen

• IIQE Papers 1-3 and HKSI Papers 1,7,8 (or can be taken later).
• 2+ years of proven sales experience in investment or insurance within banking or financial services.
• Strong relationship-building skills with a track record of driving revenue growth.
• Fluent in Cantonese, English, and Putonghua (spoken & written).

Aufgaben

• Build & Expand Client Relationships – collaborate with Branch Managers and Wealth teams to grow the pipeline.
• Exclusive Wealth Management Services – tailor financial solutions for a portfolio of high-net-worth individuals.
• Drive New Business Growth – identify and acquire new clients while deepening existing relationships.
• Deliver Excellence in Financial Advisory – stay ahead of market trends to offer innovative strategies.

Kenntnisse

2+ Years Sales Experience

Relationship-building

Fluent in Cantonese English Putonghua

Ausbildung

IIQE Papers 1-3 & HKSI Papers 1,7,8

Jobbeschreibung

Eagle Partners (International) Co., Limited is seeking an experienced Relationship Manager for Elite Portfolio in Hong Kong. You will build and expand client relationships, offer exclusive wealth management services, and drive new business growth for high-net-worth clients.

You will deliver excellence in financial advisory by staying ahead of market trends and tailoring strategic financial solutions. The role requires solid sales experience in investment or insurance within banking/financial