Active Recruiter

Relationship Manager

Updated within 3 months

Kwun Tong,Kwun Tong

Work visa required

3 to 5 years

Higher Diploma or Associate Degree

Full Time

9.0 hrs/day, 5 days/wk

HK $30K-40K/Month

Job Highlights

Competitive compensation and incentive structure

Prior experience in banking or financial institutions preferred

Solid understanding of financial planning, investment tools, and asset allocation

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