Virtual Relationship Manager

Wings Recruitment Partners Limited; Hong Kong; On-site; HKD 300,000 - 480,000; Full time

Job summary

Wings Recruitment Partners Limited is seeking a Virtual Relationship Manager for a well-established bank in Hong Kong. You will manage client relationships, identify financial needs, and deliver tailored advice aimed at wealth creation and capital preservation.

Requirements include at least 1 year of investment sales experience, HKSI 1, 7, 8 (IIQE 1–3 preferred), fluent Chinese, English and Putonghua, and a university degree or higher.

Qualifications

• At least 1 year investment sales experience.
• Passed HKSI 1, 7, 8 is a must and IIQE papers 1–3 is preferred
• Strong knowledge for Investment, Global Market, Insurance product.
• Fluent Chinese, English and Putonghua in written and speaking.
• University degree or above preferred

Responsibilities

• Manage relationships with a portfolio of customers.
• Acquire, develop and retain relationships with a portfolio of customers.
• Help clients articulate their needs and deliver to exceed client expectations.
• Provide financial advice which leads to wealth creation and capital preservation.
• Achieve agreed KPI objectives and profit growth through development of existing and new customer relationships.

Skills

Investment sales

Relationship management

Financial advisory

Global market knowledge

Education

University degree

Job description

Company Description

Wings Recruitment Partners is a boutique recruitment firm based in Hong Kong. We hit the ground running with our direct approach to pair fresh talents and top employers

We specialized in various sectors including Banking & Finance, Legal and Retail industry in Hong Kong, China and APAC region.

We place great emphasis on a fast and accurate response for both of our clients and candidates so as to be your long term business partner.

Job Description

Our Client, one of the well-established bank in Hong Kong, is now looking for suitable candidates to fit their post of Virtual Relationship Manager.

Responsibilities

• Manage relationship with the customers
• Acquire, develop and retain relationships with a portfolio of customers
• Help clients to articulate their needs, and deliver to exceed client expectations
• Provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation
• Achieve agreed key performance indicator objectives and profit growth through the development of existing and new customers relationships
• Increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners

Requirements

• At least 1 year Investment sales experience.
• Passed HKSI 1,7,8 is a must and IIQE paper 1, 2, 3 is preferred
• Strong knowledge for Investment, Global Market, Insurance product.
• Prefer in university degree or above.
• Fluent Chinese, English and Putonghua in Written and speaking.