Principal Relationship Manager - Base Salary

Swiss Privilege; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Benefits offered by this job

Base salary + bonus package

Licensing fees sponsorship

Continuing Professional Development

Job summary

The AXA Hong Kong and Macau wealth management team seeks a Principal Relationship Manager to deliver expert advisory services and solutions for high net-worth clients. You will build and maintain a strong client base, conduct periodic portfolio reviews, and ensure ongoing protection and financial needs are met across a professional network.

Ideal candidates possess a tertiary education, 8+ years of experience with at least 4 years in relevant sales roles, and strong Cantonese and English fluency

Qualifications

• Tertiary / University education background.
• Minimum 8 years working experience, of which at least 4 years in relevant area.
• With exposure in sales related jobs preferred.
• Energetic and self-motivated individuals with good interpersonal skills.

Responsibilities

• Provide professional advice and solutions to achieve clients' financial goals.
• Conduct regular reviews on investment portfolios with clients.
• Establish and develop high net worth customer base through own network.
• Maintain good relationship with clients and serve their ongoing financial needs.

Skills

Cantonese & English

Mandarin a plus

Sales experience

Interpersonal skills

Education

Tertiary / University education

Job description

Principal Relationship Manager - Base Salary

Provide professional advice and solutions to achieve clients' financial goals. Conduct regular reviews on protection portfolios with clients. Establish and develop high net worth customer base through own network. Maintain good relationship with clients and serve their ongoing protection and financial needs.

Key responsibilities

Provide professional advice and solutions to achieve clients' financial goals

Conduct regular reviews on investment portfolios with clients

Establish and develop high net worth customer base through own network

Maintain good relationship with clients and serve their ongoing financial needs

About you

Tertiary / University education background

Minimum 8 years working experience, of which at least 4 years in relevant area

With exposure in sales related jobs preferred

Energetic and self-motivated individuals with good interpersonal skills

Proficiency in Cantonese and English, Mandarin is a plus

Base Salary plus comprehensive remuneration package and competitive bonus scheme

Tailored Induction Training Program with accreditation from Regulatory body

Full sponsorship of licensing fees & Continuing Professional Development courses

Well established support platform with newest digital devices for business promotion

Excellent opportunities for career development in financial industry

Your application will include the following questions:

• Which of the following statements best describes your right to work in Hong Kong?
• What is your highest level of education?

The unique wealth management arm of the AXA Group in Hong Kong, provides prestige and professional financial services to high net-worth customers. We are now looking for a successful person to play a vital role in our consultancy sales team.

About AXA Hong Kong and Macau

AXA Hong Kong and Macau is a member of the AXA Group, a leading global insurer with presence in 57 markets, 160,000 employees

and serving 108 million customers worldwide. Our purpose is to act for human progress by protecting what matters.

As one of the most diversified insurers offering integrated solutions across Life, Health and Property & Casualty, our goal is to be the insurance

and healthy living partner to the individuals, businesses and community we serve.

At the core of our service commitment is continuous product innovation and customer experience enrichment, which is achieved through actively listening

to our customers and leveraging technology and digital transformation.

We embrace our responsibility to be a force for good to create shared value for our community. We are proud to be the first insurer in Hong Kong and

Macau to address the important need of mental health through our holistic wellness platform “AXA BetterMe”, available via our mobile app Emma by AXA to not just our customers, but also the community at large. We will continue to foster social progress through

our product offerings and community investment to support the sustainable development of Hong Kong and Macau.

The unique wealth management arm of the AXA Group in Hong Kong, provides prestige and professional financial services to high net-worth customers. We are now looking for a successful person to play a vital role in our consultancy sales team.

About AXA Hong Kong and Macau

AXA Hong Kong and Macau is a member of the AXA Group, a leading global insurer with presence in 57 markets, 160,000 employees

and serving 108 million customers worldwide. Our purpose is to act for human progress by protecting what matters.

As one of the most diversified insurers offering integrated solutions across Life, Health and Property & Casualty, our goal is to be the insurance

and healthy living partner to the individuals, businesses and community we serve.

At the core of our service commitment is continuous product innovation and customer experience enrichment, which is achieved through actively listening

to our customers and leveraging technology and digital transformation.

We embrace our responsibility to be a force for good to create shared value for our community. We are proud to be the first insurer in Hong Kong and

Macau to address the important need of mental health through our holistic wellness platform “AXA BetterMe”, available via our mobile app Emma by AXA to not just our customers, but also the community at large. We will continue to foster social progress through

our product offerings and community investment to support the sustainable development of Hong Kong and Macau.