Virtual Relationship Manager(26-40K,Welcome Insurance agent/Securities officer)
WallStone Partners
- Kowloon Bay, Hong Kong
- $26,000-40,000 per month
- Permanent
- Full-time
- Manage relationship with the customers
- Acquire, develop and retain relationships with a portfolio of customers
- Provide financial advice which leads to highly individualized strategies aimed at wealth creation and capital preservation
- Achieve agreed key performance indicator objectives and profit growth through the development of existing and new customers relationships
- At least 1 year Insurance or Investment sales experience.
- Passed IIQE paper 1, 2, 3 and HKSI 1,7,8 is a must.
- Fluent Chinese, English and Putonghua in Written and speaking.
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