Relationship 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

Company Introduction:
We are a Financial Group listed on the Hong Kong Stock Exchange Main Board, and a pioneer in financial technology. We provide brokerage, investment research, asset management, insurance, employee stock ownership plan administration services and fintech business. Adhering to our "Based in Hong Kong and Connecting China to the World" strategy, we provide comprehensive financial services to individual and institutional investors, as well as corporate clients using the latest online technology.

The subsidiaries of our Group are licensed corporations which are granted a licence to carry on Types 1, 4, 6 and/or 9 regulated activities under the Securities and Futures Ordinance in Hong Kong. We are also authorized by the Insurance Authority to carry on long term insurance business and are one of the Mandatory Provident Fund Schemes Authority approved trustees.

To cope with rapid expansion in the Great China region, we are recruiting capable talent to join us.

Key elements of the job:

Communicate and keep good relationship with retail client, as a representative of the group

Assist the sales team to generate revenues, through different campaigns or marketing activities

Participate in provision of investment and insurance planning and services

Candidates will be engaging financial products ranging from, Private Equity, Private Equity Fund, Private Credit, Personal Insurance, Commercial Insurance and Mandatory Provident Fund.

Cope with and communicate with different clients ranging from personal clients and corporate clients

The ideal candidate:

Recognized Degree Holder, in any discipline

Passed HKSI Paper 1, 7, 8 & & IIQE 1,3,4, 5 is preferred, or able to show strong interest in Financial Service Industry if without above licenses (on job training will be provided)

1 years working experience

Experience in sales, marketing, communications, finance would be an advantage

Fluent in Cantonese, Mandarin and English

Excellent in presentation and team working skills

Compensation and Benefits:

• 1. Allowance + commission + monthly bonus + annual bonus, additional year-end bonus and performance-based rewards.
• 2. Flexible work location and autonomous work schedule.
• 3. Assistance with the renewal of High Talent/Talent/IANG visa.
• 4. One-year fast-track promotion plan to Assistant Vice President.
• 5. Opportunity for overseas conference and travel for top performers.

Yunfeng Financial Group Limited (376.HK) is owned by Yunfeng Financial Holdings and Massachusetts Mutual Life Insurance. It operates in insurance, securities, asset management, and fintech. Subsidiaries hold Type 1, 4, and 9 SFC licenses; YF Life Insurance has an insurance license and MPF trustee approval. The Group will leverage its Web2 foundation and Yunfeng ecosystem to adopt Web3 blockchain, pursuing "Everything on Chain, Connecting Globally" for a next-generation financial ecosystem.

Yunfeng Financial Group Limited (376.HK) is owned by Yunfeng Financial Holdings and Massachusetts Mutual Life Insurance. It operates in insurance, securities, asset management, and fintech. Subsidiaries hold Type 1, 4, and 9 SFC licenses; YF Life Insurance has an insurance license and MPF trustee approval. The Group will leverage its Web2 foundation and Yunfeng ecosystem to adopt Web3 blockchain, pursuing "Everything on Chain, Connecting Globally" for a next-generation financial ecosystem.

What can I earn as a Relationship Manager