Relationship Manager- Wealth Management
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.
- 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.
- 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