Wealth Management Assistant Relationship Manager (Entry-Level)

Delta Asia Wealth Management Limited; Hong Kong; On-site; HKD 201,000 - 379,000; Full time

Job summary

Delta Asia Financial Group is seeking a results-oriented wealth management professional in Hong Kong. You will provide wealth management solutions for clients, offering value-added advice on portfolio construction and asset allocation, while expanding the customer base and nurturing long-term relationships.

The role emphasizes strong communication skills, English and Chinese proficiency, and a willingness to participate in ongoing training and development. Fresh graduates are welcome.

Qualifications

• Degree in business-related discipline preferred.
• Strong communication and presentation skills.
• IIQE and HKSI licensing exams preferred.
• Sound knowledge of wealth management products (investment/insurance).
• Fluent in English and Chinese; Putonghua preferred.
• IANG / QMAS / TTPS visa candidates welcome.
• Fresh graduates welcome.

Responsibilities

• Provide Wealth Management Solutions (Investment & Insurance) for customers to fulfil their financial needs.
• Manage clients' wealth management portfolio by providing value-added advice and recommendations on asset allocation.
• Identify and capture business opportunities to expand the customer base and nurture long-term relationships with existing and new target customers.
• Participate in ongoing Training and Development sessions.

Skills

Sales orientation

Communication skills

Presentation skills

Wealth management knowledge

Education

Bachelor's degree or equivalent

Tools

IIQE licensing

HKSI licensing

Job description

Delta Asia Financial Group is seeking a results-oriented wealth management professional in Hong Kong. You will provide wealth management solutions for clients, offering value-added advice on portfolio construction and asset allocation, while expanding the customer base and nurturing long-term relationships.

The role emphasizes strong communication skills, English and Chinese proficiency, and a willingness to participate in ongoing training and development. Fresh graduates are welcome.