Wealth & Client Relationship Advisor

Apex International Company; Hong Kong; On-site; HKD 279,000 - 391,000; Full time

Benefits offered by this job

Quarterly bonus

Year-end bonus

Job summary

Apex International Company in Hong Kong is seeking a Customer Relationship Officer to provide customer service and financial planning guidance to clients. You will focus on building trust, understanding client needs, and delivering wealth management solutions.

Based in Quarry Bay, this 5-day-per-week role emphasizes relationship management, prospecting new clients, and collaboration with the sales team. A performance-based bonus program and clear career progression accompany the position.

Qualifications

• HKCEE/DSE 5 subjects pass including Maths and Chinese or English
• Efficient, self-motivated to fit in a fast pace working environment
• Sales and manager experiences will be considered as an advantage

Responsibilities

• To manage relationship with existing value clients
• To acquire, develop and retain relationships with new potential clients
• To suggest financial solutions
• Provide Wealth Management Service to local clients

Skills

Sales

Customer service

Education

HKCEE/DSE 5 Subjects Pass

Job description

Apex International Company in Hong Kong is seeking a Customer Relationship Officer to provide customer service and financial planning guidance to clients. You will focus on building trust, understanding client needs, and delivering wealth management solutions.

Based in Quarry Bay, this 5-day-per-week role emphasizes relationship management, prospecting new clients, and collaboration with the sales team. A performance-based bonus program and clear career progression accompany the position.