Relationship Manager - Base Salary

Swiss Privilege

Hong Kong

On-site

HKD 400,000 - 660,000

Full time

7 days ago
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Benefits offered by this job

Base salary plus bonus
Licensing fees sponsorship
CPD courses included
Induction training
Strong career development

Job summary

AXA Hong Kong and Macau seeks a Relationship Manager to provide professional financial guidance and portfolio reviews for high net-worth clients. The role emphasizes building and maintaining strong client relationships and leveraging a network to expand client base.

Candidate background includes tertiary education, 2–5 years of experience, strong Cantonese and English skills (Mandarin a plus). Excellent earning potential with a comprehensive remuneration package and licensing support is offered.

Qualifications

  • Tertiary or university education background
  • Sales experience is preferred but not required for Associate Relationship Manager
  • Strong interpersonal and communication skills
  • Proficiency in Cantonese and English, Mandarin a plus

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 protection and financial needs

Skills

Cantonese
English
Mandarin

Education

Tertiary/University education background

Job description

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 2 to 5 years working experience depending on position applied

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

Fresh graduates or candidates without sales related job experience may also be considered for Associate Relationship Manager position

  • 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
Unlock job insights

Hirer responsiveness Salary match Number of applicants

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.

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