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Relationship Manager

Together Fortune

  • Company Industries:Others

Job Information

  • Post Date:2017-10-29
  • Career Level:Entry Level
  • Location:Not Specified
  • Salary:HK$20,000 - 35,000 /month (negotiable)
  • Employment Type:Full Time
  • Job Function:Investment  Business Development  Management  

Job Description

Benefits:

  • Comprehensive on-job training programs and professional research supports
  • Sponsorship for continuous education and professional qualifications (CFP, FRM, CFA, etc.)
  • Overseas recognition trips and conventions 
  • Attractive remuneration package including monthly allowance, commission, monthly & year-end bonus and performance bonus 
  • Medical coverage & fringe benefits
  • Flexible working hour

 

Responsibilities:

  • Devise and implement sales strategies to increase the investment business penetration in retail & High Net Worth customer segments
  • Offer off-site support to local and overseas clients including Mainland China
  • Achieve sales goal on wealth management products by exploring/evaluating business opportunities from existing portfolio and expanding new customer bases 
  • Provide guideline and training for sales team to enhance their investment knowledge and ensure full compliance of both external & internal regulatory requirements
  • Leverage on customer feedback to assist in the launch of marketing and promotion offers including customer events 
  • Engage in client meetings to provide holistic financial solutions including Retirement planning, Wealth & Risk Management

 

Requirements:

  • Good interpersonal and communication skills; strong self-motivation, able to work independently
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  • Sound technical knowledge of asset allocation & investment products including equities, funds, unit trust, bonds, mpf and treasury products, etc.
  • Full compliant of relevant selling procedures, practices, rules and sales compliance requirements
  • Proficient in both spoken and written English and Chinese, Putonghua an advantage
  • Passionate in investment

Company Info

Our client company is a listed financial conglomerate in Hong Kong. They have rapidly expanded their services to China and also other Asia countries with huge potential. They are now looking for high caliber candidates sharing their vision and venturing their success. 

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