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Relationship Manager

Swiss Privilege

  • Company Industries:Financial Services

Job Information

  • Post Date:2022-07-11
  • Career Level:Senior
  • Location:Quarry Bay
  • Yr(s) of Exp:5 years
  • Qualification:Degree
  • Employment Type:Full Time, Permanent
  • Job Function:Sales  CS & Business Devpt  Business Development  Insurance  Insurance Agent / Broker&nb
  • Benefits:Five-day work week

Job Description

To cope with rapid business growth, we are looking for high caliber candidates to join our professional consultancy sales team, offering comprehensive Wealth Management services and solutions to our high net-worth customers.

Your Responsibility:

  • Provide expertise advice and solutions to achieve clients’ financial goals
  • Conduct regular reviews on Investment portfolios with clients
  • Establish and develop high net-worth customer base through own network 
  • Maintain good relationship with clients and service their ongoing financial needs

We look for:

  • Tertiary / University education background
  • Minimum 5 years working experience, with exposure in sales or related job in financial institutions preferred
  • Mature, energetic, self-motivated professionals with good interpersonal skills
  • Proficiency in Cantonese and English, Mandarin is a plus

We offer:

  • Competitive remuneration package with basic salary, allowances and competitive bonus scheme
  • Tailored Induction Training Program with accreditation from Regulatory body
  • Full sponsorship of licensing fees & “Continuing Professional Development” courses
  • Well established support platform with newest digital devices for business promotion
  • Excellent opportunities for career development in financial industry

For enquiry, please call 2864 5618 or 2864 5632. Please send full resume quoting “JDRM01022021" by clicking "Apply Now" or fax to 2865 2306.

Note: Candidates with less experience or without industry licensing examination qualification can be considered for the position of Associate Relationship Manager. Candidates with solid sales experience in servicing affluent clients can be considered for the position of Principal Relationship Manager.

The information provided by applicants will be treated in strict confidence and used solely for recruitment purpose. All applicants’ information will be destroyed after 12 months.

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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