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Relationship Manager (Investment & Financial ServicesI Competitive Basic Salary & Commission scheme)

DNA Recruit Partners Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2022-10-19
  • Career Level:Entry Level
  • Location:Central & Western Area
  • Yr(s) of Exp:2 years
  • Qualification:Non-Degree Tertiary
  • Employment Type:Full Time, Permanent
  • Job Function:Banking / Finance  Investment  Financial Services  Others
  • Benefits:Dental insurance, Medical insurance, Performance bonus, Five-day work week, Flexible working hours

Job Description

DNA Recruit Partners is partnering up with a well-funded SFC licensed firm, they are hiring for an experienced Relatoinship manager to joni thier dynamic team. Reputable Financial institutional group, well-funded AUM SFC licensed firm, this role will be direct reporting to Management group.  

Responsibilities

  • Create and maintain long-term relationships with current and potential customers
  • Identify opportunities for up-selling and cross-selling and provide a wide range of financial advice and solutions to customers
  • Provide end-to-end financial services, including identifying customer needs, recommending solutions, and fulfilling applications
  • Promoting new clients and improving client engagement through promotion programs
  • Comply with all regulations and company policies regarding sales processes and activities

Requirements

  • High Diploma / Degree holder in business administration, economics, finance or related discipline preferred
  • 2+ years of relevant experience 
  • Professional qualification in IIQE and HKSI examinations
  • Good market sense and strong knowledge on insurance or investment products
  • Excellent communication, interpersonal and relationship building skills
  • Good command of spoken and written English, Cantonese and Mandarin
  • Candidate with more experience will be considered as Team Lead

 All personal information will be used only for recruitment purpose.

Company Info

Specializing in dynamic recruitment, search and career consultancy covering agency and client side in Hong Kong, throughout China and around the world. ​

Connecting Talent with Opportunity. 

DNA Recruit Partners is a professional recruitment consultancy specializing in the recruitment of permanent, contract and temporary positions on behalf of clients from a board range of industries. Our core duty is working with talented job seekers to facilitate a successful match, facilitating job seeker to find their dream job. ​Our talented management team is ready to help you to select your own paths, make your own choices and build your future the way you want to. We have a professional team of individuals, each of whom are subject matter experts in their market, and when you speak to one of our team, you will be dealing with someone equipped with knowledge and expertise you can trust. Regardless of country, city, or any of our branches, we offer an environment built on strong, supportive and friendly teams.

It's in your DNA for this role.

For more information about DNA Recruit Partners, please visit www.dnarecruitpartners.com.

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