Wealth & Insurance Solutions RM

Cornerstone Global Partners; Hong Kong; Presencial; HKD 600.000 - 1.000.000; Jornada completa

Descripción de la vacante

Cornerstone Global Partners in Hong Kong seeks an experienced Relationship Manager to actively manage and grow an existing client base, driving adoption of wealth management products and bancassurance, and providing specialized insurance and wealth guidance.

You will identify client needs, cross-sell appropriate solutions, and collaborate with internal teams to optimize client touchpoints while ensuring HKMA and IA compliance.

Formación

• 3–5 years of experience in retail banking, wealth management, or digital banking.
• 1
• Proven RM, wealth specialist, or insurance specialist track record.
• 3
• HKSI licenses (Paper 1, 7, 8) and IIQE exams (Papers 1, 2, 3, 5) required.
• 3
• Strong knowledge of bancassurance and wealth products.
• 2
• Fluent in Cantonese and English; Mandarin preferred.

Responsabilidades

• Manage and nurture the existing client base to drive adoption of wealth products and bancassurance.
• Provide specialized product advice on insurance and wealth solutions.
• Identify client life stages and financial needs for cross-selling.
• Collaborate with marketing, client coverage, and operations to improve touchpoints and conversions.
• Ensure all activities comply with HKMA, IA, and internal standards.

Conocimientos

Relationship management

Wealth management

Insurance knowledge

Communication skills

Cantonese and English fluency

Mandarin proficiency

Educación

HKSI licenses (Paper 1, 7, 8)

IIQE qualifications (Paper 1, 2, 3, 5)

Descripción del empleo

Cornerstone Global Partners in Hong Kong seeks an experienced Relationship Manager to actively manage and grow an existing client base, driving adoption of wealth management products and bancassurance, and providing specialized insurance and wealth guidance.

You will identify client needs, cross-sell appropriate solutions, and collaborate with internal teams to optimize client touchpoints while ensuring HKMA and IA compliance.