Senior Wealth Relationship Manager for High Net Worth Clients

Swiss Privilege; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Benefits offered by this job

Base salary + bonus package

Licensing fees sponsorship

Continuing Professional Development

Job summary

The AXA Hong Kong and Macau wealth management team seeks a Principal Relationship Manager to deliver expert advisory services and solutions for high net-worth clients. You will build and maintain a strong client base, conduct periodic portfolio reviews, and ensure ongoing protection and financial needs are met across a professional network.

Ideal candidates possess a tertiary education, 8+ years of experience with at least 4 years in relevant sales roles, and strong Cantonese and English fluency

Qualifications

• Tertiary / University education background.
• Minimum 8 years working experience, of which at least 4 years in relevant area.
• With exposure in sales related jobs preferred.
• Energetic and self-motivated individuals with good interpersonal skills.

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.

Skills

Cantonese & English

Mandarin a plus

Sales experience

Interpersonal skills

Education

Tertiary / University education

Job description

The AXA Hong Kong and Macau wealth management team seeks a Principal Relationship Manager to deliver expert advisory services and solutions for high net-worth clients. You will build and maintain a strong client base, conduct periodic portfolio reviews, and ensure ongoing protection and financial needs are met across a professional network.

Ideal candidates possess a tertiary education, 8+ years of experience with at least 4 years in relevant sales roles, and strong Cantonese and English fluency