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Relationship Manager

Yunfeng Financial Group Limited

  • Company Industries:Others

Job Information

  • Post Date:2024-08-24
  • Location:Wan Chai District
  • Employment Type:Full time
  • Others:Life insurance, Medical insurance
    Opportunity for overseas conference and travel for top performers.
  • Job Function:Account  Relationship  Management  
  • Benefits:Education allowance, Performance bonus

Job Description

Company Introduction:
We are a Financial Group listed on the Hong Kong Stock Exchange Main Board, and a pioneer in financial technology. We provide brokerage, investment research, asset management, insurance, employee stock ownership plan administration services and fintech business. Adhering to our "Based in Hong Kong and Connecting China to the World" strategy, we provide comprehensive financial services to individual and institutional investors, as well as corporate clients using the latest online technology. 

The subsidiaries of our Group are licensed corporations which are granted a licence to carry on Types 1, 4, 6 and/or 9 regulated activities under the Securities and Futures Ordinance in Hong Kong. We are also authorized by the Insurance Authority to carry on long term insurance business and are one of the Mandatory Provident Fund Schemes Authority approved trustees.

To cope with rapid expansion in the Great China region, we are recruiting capable talent to join us.

 

Key elements of the job:

  • Communicate and keep good relationship with retail client, as a representative of the group
  • Assist the sales team to generate revenues, through different campaigns or marketing activities
  • Participate in provision of investment and insurance planning and services 
  • Candidates will be engaging financial products ranging from, Private Equity, Private Equity Fund, Private Credit, Personal Insurance, Commercial Insurance and Mandatory Provident Fund. 
  • Cope with and communicate with different clients ranging from personal clients and corporate clients 

 

The ideal candidate:

  • Recognized Degree Holder, in any discipline 
  • Passed HKSI Paper 1, 7, 8 & & IIQE 1,3,4, 5 is preferred, or able to show strong interest in Financial Service Industry if without above licenses (on job training will be provided)
  • 1 years working experience 
  • Experience in sales, marketing, communications, finance would be an advantage
  • Fluent in Cantonese, Mandarin and English 
  • Excellent in presentation and team working skills

Compensation and Benefits:
1. Allowance + commission + monthly bonus + annual bonus, additional year-end bonus and performance-based rewards.
2. Flexible work location and autonomous work schedule.
3. Assistance with the renewal of High Talent/Talent/IANG visa.
4. One-year fast-track promotion plan to Assistant Vice President.
5. Opportunity for overseas conference and travel for top performers.
 

 

 

Company Info

Yunfeng Financial Group Limited

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