Wealth Relationship Architect

Swiss Privilege; Hong Kong; On-site; HKD 400,000 - 660,000; Full time

Benefits offered by this job

Base salary plus bonus

Licensing fees sponsorship

CPD courses included

Induction training

Strong career development

Job summary

AXA Hong Kong and Macau seeks a Relationship Manager to provide professional financial guidance and portfolio reviews for high net-worth clients. The role emphasizes building and maintaining strong client relationships and leveraging a network to expand client base.

Candidate background includes tertiary education, 2–5 years of experience, strong Cantonese and English skills (Mandarin a plus). Excellent earning potential with a comprehensive remuneration package and licensing support is offered.

Qualifications

• Tertiary or university education background
• Sales experience is preferred but not required for Associate Relationship Manager
• Strong interpersonal and communication skills
• Proficiency in Cantonese and English, Mandarin a plus

Responsibilities

• Provide professional advice and solutions to achieve clients' financial goals
• Conduct regular reviews on investment portfolios with clients
• Establish and develop high net worth customer base through own network
• Maintain good relationship with clients and serve their ongoing protection and financial needs

Skills

Cantonese

English

Mandarin

Education

Tertiary/University education background

Job description

AXA Hong Kong and Macau seeks a Relationship Manager to provide professional financial guidance and portfolio reviews for high net-worth clients. The role emphasizes building and maintaining strong client relationships and leveraging a network to expand client base.

Candidate background includes tertiary education, 2–5 years of experience, strong Cantonese and English skills (Mandarin a plus). Excellent earning potential with a comprehensive remuneration package and licensing support is offered.