Wealth Relationship Manager: HNW Financial Planning

Classify HR Solutions Limited; Hong Kong; On-site; HKD 360,000 - 600,000; Full time

Job summary

Classify HR Solutions Limited in Hong Kong is seeking a Client Relationship Manager to deliver tailored financial planning services to high-net-worth clients and to nurture enduring relationships.

You will promote investment, insurance and banking products, uphold regulatory standards, drive new business opportunities, and work in a fast-paced agile environment to build trust and sustainable income.

Qualifications

• Minimum of two years' experience in selling investment, insurance and banking products.
• Proficiency in English and Chinese; Putonghua is an advantage.
• Strong sales orientation and customer-focused mindset.
• Ability to work under pressure and in an Agile environment.
• Regulatory qualifications preferred (ARWP/CRWP optional).

Responsibilities

• Provide financial planning services to high-net-worth customers.
• Promote investment, insurance and banking products to optimise new business opportunities.
• Manage operational risk and observe compliance requirements.
• Build and maintain good relationships with clients.
• Respond to client needs with professional, ethical advice.

Skills

Sales orientation

Communication skills

Interpersonal skills

English/Chinese bilingual

Putonghua a plus

Education

University degree advantageous

HKCEE/HKDSE passes incl. Chinese/Math or English/Math at Grade E/Level 2+

Job description

Classify HR Solutions Limited in Hong Kong is seeking a Client Relationship Manager to deliver tailored financial planning services to high-net-worth clients and to nurture enduring relationships.

You will promote investment, insurance and banking products, uphold regulatory standards, drive new business opportunities, and work in a fast-paced agile environment to build trust and sustainable income.