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
  • 12 days ago
WallStone Partners has been dedicated to excellence in providing executive search consulting to the international companies based in operating from Hong Kong & Asia. Our reputation is based on our successful track record, creative and consultative approach, and commitment to quality, integrity and professionalism as well as an ability to develop enduring, effective working relationships.Our client is a top leading bank, and they are seeking the right candidates for the position of Virtual Relationship Manager from all levels to join their banking teams.*Welcome Insurance agent, Broker Sales or Securities Sales with one-year closing experiences to apply.Responsibilities:
  • 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
Requirements:
  • 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.
*Interested parties, please click on below button Apply Now. For a confidential discussion, please contact Vincent Lau at 6103 3270

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