Relationship Manager – Elite Portfolio | HK$30K – HK$80K

Eagle Partners (International) Co., Limited; Hong Kong; Presencial; HKD 335.000 - 893.000; Jornada completa

Descripción de la vacante

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

Formación

• 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).

Responsabilidades

• 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.

Conocimientos

2+ Years Sales Experience

Relationship-building

Fluent in Cantonese English Putonghua

Educación

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

Descripción del empleo

Relationship Manager – Elite Portfolio | HK$30K – HK$80K

As a Relationship Manager, you’ll play a key role in delivering exceptional wealth management services, ensuring financial success for your clients while driving business growth.

Key Responsibilities:

• Build & Expand Client Relationships – Work closely with Branch Managers, District Managers, Investment Counselors, and Wealth Coaches to develop a strong sales pipeline.
• Exclusive Wealth Management Services – Provide tailored financial solutions to a portfolio of High-Net-Worth individuals.
• Drive New Business Growth – Proactively identify and acquire new clients while deepening relationships with existing customers.
• Deliver Excellence in Financial Advisory – Stay ahead of market trends to provide innovative and effective financial strategies.
  

What You Need to Succeed

• IIQE Papers 1, 2, 3 & HKSI Papers 1, 7, 8 (Or can be taken at later stage).
• 2+ Years of Proven Sales Experience in investment or insurance within banking or financial services.
• Strong Relationship-Building Skills – A solid track record in managing client relationships and driving revenue growth.
• Fluent in Cantonese, English, and Putonghua (spoken & written).