relationship manager

AURA Consultation Limited·Management Consultancy / Service

Replied todayFull Time
HK work permit required
No experience limit
No degree required
More than 8 hours/day, 5 days per week, Hybrid
High commission with base salary
HK $30K-45K/Month
Job Highlights
具競爭力之月薪+高比例佣金
全面醫療計劃、牙科保障
彈性工時與混合工作模式
Job benefits
Birthday leave
Extra Medical Insurance
Insurance plan
Dental plan
expand
Job Description

Job Responsibilities

  • Actively develop new customers and maintain existing customer relationships, building a long-term and stable trust foundation

  • Based on the customer's financial situation, investment objectives, and risk tolerance, provide professional and customized financial solutions

  • Recommend suitable bank products, wealth management tools and investment services to help customers achieve their asset allocation and financial planning goals

  • Achieve personal and team sales performance goals, regularly submit business progress reports and customer analysis summaries

  • Collaborate closely with internal departments such as credit, compliance, products, and operations to ensure high-quality delivery of customer service processes that are efficient, smooth, and seamless

  • Continuously monitor local and global market dynamics, regulatory policy changes and competitive strategies, and enhance business acuity and market resilience


Work requirements

  • Enthusiastic about sales work, with proactive business development and sincere service-oriented attitude

  • Applicants with financial institution-related work experience are preferred, familiar with retail banking, wealth management, funds, insurance or investment products

  • Have excellent communication and expression skills and interpersonal interaction skills, and be able to flexibly respond to different background customer needs

  • Have basic financial analysis skills, understand customer income and expenditure structure, assets and liabilities situation and financial pain points, and propose reasonable suggestions

  • Emphasize professional ethics and compliance awareness, with a high sense of responsibility, stress resistance, and team spirit

  • Fluent in Cantonese, Mandarin, and English for daily business communication and document processing


Benefits

  • Competitive monthly salary (HKD 30,000 - 45,000) + high commission percentage + performance bonus

  • Improve social security and housing provident fund arrangements

  • Comprehensive medical plan, dental coverage, and life insurance

  • Flexible work schedule and hybrid work mode (including home work arrangements)

  • Five-day work week (Monday to Friday, 09:00–18:00)

  • Birthday leave, Chinese statutory holidays, and special/extra leave

  • Professional training system and personal development support, covering product knowledge, compliance requirements, and leadership development

  • Clear and transparent career advancement paths, supporting long-term sustainable development

View more
Business Consulting
Strategy Consulting
Counselling
Cantonese
English
Mandarin
Miranda Hui
AURA Consultation Limited·Business Development Manager
Active today · Active Recruiter
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