Relationship Manager- Wealth Management

by Varsha Mankani in Banking & Financial Services    26th May, 2020       Hong Kong, Hong Kong, Hong Kong SAR

Relationship Manager- Wealth Management

Introduction:

Our client is a highly well-established financial services company with a wide presence in the APAC region. We are now looking for a Relationship Manager who will be responsible for managing his/her network of HNIs and promote a diversified range of financial products to clients.

Responsibilities:

  • Explore opportunities and promote financial products to both existing as well as new clients.
  • Meet business targets in revenue and AUM
  • Present a wide range of financial products to clients (investments related as well as insurance)
  • Work with the product team to device new products as per clients’ needs.
  • Keep updated with latest financial news, product offerings, rules and regulations
  • Participate in ad hoc tasks as assigned.

Requirements:

  • Degree holder
  • Possesses IIQE Papers 1, 3, 5 and Type 1 and 4 licenses
  • Minimum 2 years of experience in the financial services industry with existing client network
  • Sales and revenue oriented, outgoing, presentable, energetic
  • Native in Cantonese or Mandarin
  • Well versed with financial products (not necessarily both Insurance + Investments products, as training will be provided)
  • Familiar with MS Office

Job suggestion for you

Varsha Mankani

Varsha Mankani

For more information about this job opportunity please contact our consultant.

Latest jobs

Senior Airfreight Operation

by Priscilla Cheng in Logistics
26th May, 2020 HKD 17k - HKD 20k

Operation Coordinator (Sea Freight)

by Priscilla Cheng in Logistics
26th May, 2020 HKD 18k - HKD 20k

Operation Manager (Sea Freight)

by Priscilla Cheng in Shipping
26th May, 2020 Negotiable

Business Development Manager

by Priscilla Cheng in Logistics
26th May, 2020 Negotiable


Gemini Personnel

Gemini Personnel

Social Links