Relationship Manager - Investment & Insurance (TTPS/ IANG welcome)

Delta Asia Wealth Management Limited; Hong Kong; Sur place; HKD 201 000 - 379 000; Plein temps

Résumé du poste

Delta Asia Financial Group is seeking a Wealth Management Relationship Manager in Hong Kong to provide wealth management solutions and portfolio guidance for clients. You will identify opportunities, nurture relationships, and participate in ongoing training to grow your career in a dynamic financial services environment.

The role requires a business-related degree, 2+ years of relationship management experience, and proficiency in English and Chinese; Putonghua is preferred.

Qualifications

• Degree holder in business-related discipline preferred.
• 2+ years of relevant experience in relationship management within financial industry.
• Qualifications in IIQE and HKSI Licensing Exams preferred.
• Sound knowledge of wealth management products (investment/insurance).
• Fluent in English and Chinese; Putonghua preferred.

Responsabilités

• Provide Wealth Management Solutions (Investment & Insurance) for customers to fulfill their financial needs.
• Manage clients' wealth management portfolio by providing value-added advice and recommendations on asset allocation.
• Identify and capture business opportunities to expand the customer base and nurture long-term relationships with existing and new target customers.
• Participate in ongoing Training and Development sessions.

Connaissances

Relationship management

Communication

Presentation skills

Formation

Bachelor's degree in business-related discipline

Description du poste

At Delta Asia Financial Group, we foster a supportive and empowering environment that enables our employees to shape rewarding career journeys. We are committed to your professional growth and development, and to creating a workplace culture that values collaboration, innovation, and excellence.

Job Responsibilities

• Provide Wealth Management Solutions (Investment & Insurance) for customers to fulfill their financial needs
• Manage clients' wealth management portfolio by providing value-added advice and recommendations on asset allocation
• Identify and capture business opportunities to expand the customer base and nurture long-term relationships with existing and new target customers
• Participate in ongoing Training and Development sessions

Job Requirements

• Degree holder in business-related discipline preferred
• 2+ years of relevant experience in relationship management within financial industry
• Committed with sales character and demonstrated exceptional communication and presentation skills
• Qualifications in IIQE and HKSI Licensing Exams preferred
• Sound knowledge of wealth management products (investment/insurance)
• Proficient in both spoken and written English and Chinese, fluent in Putonghua is preferred
• IANG / QMAS / TTPS Visa candidates are welcome

More Job Information

Salary

• 18000 - 34000 / MONTH

Job Function

• 銀行
• 金融服務 - 一般
• 其他

Location

• 灣仔

Employment Term

• 全職

Employment Term

• 長期

Education

• 學士