Relationship Manager (Wealth Management and Protection)

AIA

Hong Kong

On-site

HKD 300,000 - 420,000

Full time

14 days+
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Job summary

AIA is seeking a client-facing professional in Hong Kong to understand clients' business objectives and craft strategic recommendations from data analysis. You will be the main contact for serving clients and driving new business.

You will analyze client data, present value propositions to sales leads and customers, and prospect for new sales while maintaining dialogue with clients to grasp their objectives and challenges.

Qualifications

  • Ability to manage multiple projects and clients.
  • Strong communication and interpersonal skills.
  • Over 2yrs sales, banking or client relationship experience preferable.
  • Strong China or Hong Kong local network preferable.

Responsibilities

  • Analyze clients' data and provide strategic recommendations to clients.
  • Present value-proposition to sales leads and current customers.
  • Prospect for new sales and close sales.
  • Dialogue with our clients to understand their business objectives and challenges.

Skills

Project management
Communication skills
Client relationship experience
Local network HK/China

Job description

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for serving our clients and induce new businesses.

Responsibilities
  • Analyze clients' data and provide strategic recommendations to clients
  • Present value-proposition to sales leads and current customers
  • Prospect for new sales and close sales
  • Dialogue with our clients to understand their business objectives and challenges
Qualifications
  • Ability to manage multiple projects and clients
  • Strong communication and interpersonal skills
  • Over 2yrs sales, banking or client relationship experience are preferable
  • Strong China or Hong Kong local network are preferable
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