Relationship Manager

Lead Go Development Company·Insurance

Full Time

Kwun Tong

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

Financial Services

Client Relationship Management

Client Relationship

Cantonese

English

Mandarin