Wealth Relationship Manager – Investments & Insurance

Delta Asia Wealth Management Limited; Hong Kong; Presencial; HKD 201.000 - 379.000; Jornada completa

Descripción de la vacante

Delta Asia Financial Group is seeking a Wealth Management Relationship Manager in Hong Kong to provide wealth management solutions and portfolio guidance for clients. You will identify opportunities, nurture relationships, and participate in ongoing training to grow your career in a dynamic financial services environment.

The role requires a business-related degree, 2+ years of relationship management experience, and proficiency in English and Chinese; Putonghua is preferred.

Formación

• Degree holder in business-related discipline preferred.
• 2+ years of relevant experience in relationship management within financial industry.
• Qualifications in IIQE and HKSI Licensing Exams preferred.
• Sound knowledge of wealth management products (investment/insurance).
• Fluent in English and Chinese; Putonghua preferred.

Responsabilidades

• Provide Wealth Management Solutions (Investment & Insurance) for customers to fulfill 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.

Conocimientos

Relationship management

Communication

Presentation skills

Educación

Bachelor's degree in business-related discipline

Descripción del empleo

Delta Asia Financial Group is seeking a Wealth Management Relationship Manager in Hong Kong to provide wealth management solutions and portfolio guidance for clients. You will identify opportunities, nurture relationships, and participate in ongoing training to grow your career in a dynamic financial services environment.

The role requires a business-related degree, 2+ years of relationship management experience, and proficiency in English and Chinese; Putonghua is preferred.