Wealth Relationship Advisor

Leadingnation; Hong Kong; On-site; HKD 250,000 - 450,000; Full time

Job summary

Leadingnation in Hong Kong seeks a Wealth Management Sales Professional to proactively promote designated personal banking products and acquire new clients. You will participate in campaigns, follow up on leads, and develop wealth clients with asset allocation solutions and cross-selling strategies.

The role demands solid knowledge of banking products, exceptional communication, and the ability to drive sales targets while maintaining high client service standards.

Qualifications

• Bachelor’s degree or above.
• 2+ years in financial wealth management preferred.
• Sound knowledge of banking products, policies and business strategies.

Responsibilities

• Promote designated personal banking products and services to meet targets.
• Follow up on sales leads and develop new clients.
• Formulate asset allocation solutions for wealth clients with comprehensive approaches.
• Cross-sell other bank products to achieve fee income targets.
• Provide high-quality pre-sales and after-sales customer service.

Skills

Sales

Wealth management

Client relationships

Financial products knowledge

Communication skills

Cantonese (Fluent)

Education

Bachelor's degree or above

Job description

Leadingnation in Hong Kong seeks a Wealth Management Sales Professional to proactively promote designated personal banking products and acquire new clients. You will participate in campaigns, follow up on leads, and develop wealth clients with asset allocation solutions and cross-selling strategies.

The role demands solid knowledge of banking products, exceptional communication, and the ability to drive sales targets while maintaining high client service standards.