Wings Recruitment Partners Limited
Virtual Relationship Manager
Job Details
Company Overview
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Our Client, one of the well-established bank in Hong Kong, is now looking for suitable candidates to fit their post of Virtual Relationship Manager.  

Responsibilities:

  • Manage relationship with the customers
  • Acquire, develop and retain relationships with a portfolio of customers
  • Help clients to articulate their needs, and deliver to exceed client expectations 
  • 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
  • Increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners

Requirements:

  • At least 1 year Investment sales experience.
  • Passed HKSI 1,7,8 is a must and IIQE paper 1, 2, 3 is preferred
  • Strong knowledge for Investment, Global Market, Insurance product.
  • Prefer in university degree or above.
  • Fluent Chinese, English and Putonghua in Written and speaking.

 

*Interested parties, please click on below button “Apply Now”.

Additional Information

Location
Within Hong Kong
Job Level
Middle
Published On
10/3/2025
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