Relationship Manager

Lead Go Development Company·Insurance

HK work permit required
3 to 5 yrs exp
Higher Diploma or Associate Degree
9.0 hrs/day, 5 days/wk, Hybrid / WFH
Job Highlights
Prior experience in banking or financial institutions preferred
Competitive compensation and incentive structure
Comprehensive on-the-job training and continuous development support
Job benefits
Additional subsidies
Competitive pay
Year-end bonus
Flexible working hours
Job Description
Main responsibilities:

• Provide comprehensive financial planning solutions to customers
• Establish and maintain long-term customer relationships, regularly conduct financial reviews and update plans
• Expand new customers through multiple channels
• Work closely with the team to ensure service quality and professionalism

Requirements:

• Priority will be given to those with banking or financial institution work experience or background
• Familiar with financial planning, investment tools and asset allocation
• Have good interpersonal relationships and communication skills, and be able to handle customer needs independently

We provide:

• Competitive salary and incentive system
• Comprehensive on-the-job training and continuous professional development support
• Clear promotion ladders
• Broad market support

Key Responsibilities:

• Provide clients with comprehensive financial planning solutions
• Build and maintain long-term client relationships, with regular reviews and updates
• Acquire new clients through multiple channels
• Collaborate closely with the team to ensure service quality and professionalism


Requirements:

• Prior experience in banking or financial institutions preferred
• Solid understanding of financial planning, investment tools, and asset allocation
• Strong interpersonal and communication skills, with the ability to manage client needs independently


What We Offer:

• Competitive compensation and incentive structure
• Comprehensive on-the-job training and continuous development support
• Clear career advancement pathway
• Extensive market support
View more
Financial Services
Client Relationship Management
Client Relationship
Cantonese
English
Mandarin
HR recruit
Lead Go Development Company·Manager
Active recently
Similar jobs
Quick reply
Part Time
HOOHA COMPANY
8.0 hrs/day, Negotiable working days
歡迎在學大專大學生申請
一星期工作3天或以上會優先考慮
$65 - $100 / hour
$65-90/H
網魚電競 旺角
8.0 hrs/day, 5 days/wk
综合月收15000-20000港币
员工福利:餐券、饮品券、上网时长
晋升发展机会每二月一次
$15K-20K/M
New
MULTIPLEX CINEMA LTD.
15.5 hrs/day, 7 days/wk
全面福利,包括醫療及假期
提供在職培訓,良好晉升機會
中五程度,基本電腦操作知識
$13K-14K/M
Quick reply
THE WISTERIA
8.0 hrs/day, 5 days/wk
$17K-23K/M
Quick reply
New
ZHIYUAN
時薪港幣100至150元
每日提供員工免費膳食
無需相關行業經驗
$100-150/H
Be careful
Don’t provide your bank or credit card details when applying for jobs.
Save