Private Client Relationship Manager
Swiss Privilege
- Company Industries:Financial Services
Job Information
- Post Date:2022-07-05
- Location:Quarry Bay
- Employment Type:Full Time, Permanent
- Job Function:Banking / Finance Financial Services Sales CS & Business Devpt Customer Service - Ma
- Benefits:Five-day work week
Job Description
Your Responsibilities:
- As primary point of contact for assigned customer base
- Maintain regular contacts and policy review meetings for our valued clients
- Support our customer first and client retention strategies
We look for:
- Tertiary / University level education
- At least 5 years customer service or relevant experience in the financial industry
- Passed IIQE Paper 1, 3 & 5, with professional insurance qualification is a plus
- Strong customer orientation, with effective communication and interpersonal skills
- Proficient in spoken and written English and Chinese (Cantonese and Putonghua)
- Proficient in MS Office, including Word, Excel, PowerPoint and Chinese typing
- Candidate with less experience may be considered as Assistant Manager
We offer:
- Competitive remuneration package, include basic salary and incentive scheme
- Attractive fringe benefits and long term loyalty benefits
- Career opportunities and development
Company Info
Swiss Privilege,
the unique wealth management arm of the AXA Group in Hong Kong, provides prestige and professional financial services to high net-worth customers. We are now looking for a successful person to play a vital role in our consultancy sales team.
About AXA Hong Kong and Macau
AXA Hong Kong and Macau is a member of the AXA Group, a leading global insurer with presence in 57 markets, 160,000 employees
and serving 108 million customers worldwide. Our purpose is to act for human progress by protecting what matters.
As one of the most diversified insurers offering integrated solutions across Life, Health and Property & Casualty, our goal is to be the insurance
and healthy living partner to the individuals, businesses and community we serve.
At the core of our service commitment is continuous product innovation and customer experience enrichment, which is achieved through actively listening
to our customers and leveraging technology and digital transformation.
We embrace our responsibility to be a force for good to create shared value for our community. We are proud to be the first insurer in Hong Kong and
Macau to address the important need of mental health through our holistic wellness platform “AXA BetterMe”, available via our mobile app Emma by AXA to not just our customers, but also the community at large. We will continue to foster social progress through
our product offerings and community investment to support the sustainable development of Hong Kong and Macau.
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