(Senior) Relationship Manager

Delta Asia Wealth Management Limited

  • Wan Chai, Hong Kong
  • Permanent
  • Full-time
  • 26 days ago
The Delta Asia Financial Group is a full-fledged banking and financial services group encompassing the territories of Hong Kong, Macau and Pearl-River-Delta regions.Established in Macau in 1935, the Group boasts a rich history spanning 90 years. Initially focused on banking services, the Group has evolved into a financial conglomerate, now offering a wide array of integrated services, including banking, securities investment, insurance consultancy, and wealth management.With strong financial strength, “people-oriented" spirit and rich investment experience, the Group is dedicated to provide customers with professional and caring financial services.At Delta Asia Financial Group, we foster a supportive and empowering environment that enables our employees to shape rewarding career journeys. We are committed to your professional growth and development, and to creating a workplace culture that values collaboration, innovation, and excellence.Responsibilities
  • Provide Wealth Management Solutions for customers to fulfill their financial needs
  • Manage clients' wealth management portfolio by providing value-added advice and recommendations on asset allocation
  • Identify and capture business opportunities to expand the customer base and nurture long-term relationships with existing and new target customers
  • Participate in ongoing Training and Development sessions
Requirements
  • Degree holder in business-related discipline preferred
  • Committed with sales character and demonstrated exceptional communication and presentation skills
  • 2+ years of experience in customer relationship management in banking/insurance/financial industry
  • Qualifications in IIQE and HKSI Licensing Exams preferred
  • Sound knowledge of wealth management products (investment/insurance)
  • Proficient in both spoken and written English and Chinese, fluent in Putonghua is preferred
  • IANG / QMAS / TTPS Visa candidates are welcome
  • We offer the position according to the experience and qualification of candidates
What We Offer
  • 15-20 days annual leave
  • Attractive basic salary with competitive commission scheme
  • Structured training program to equip talents as all-rounded financial professionals
  • Comprehensive products platform with wide range of wealth management products
  • Promising career prospect with structured career ladder
  • Caring Leave (including birthday leave, graduation leave, wedding leave, volunteer leave, etc.)
ApplicationWe offer competitive remuneration package to the right candidate. Interested parties, please click "APPLY NOW". For more information or inquiry, please contact us at +852 9882 7957.All information provided will be treated in strict confidence and only be used for recruitment purpose.Website: www.delta-asia.com

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