(Senior) Relationship Manager - Investment & Insurance

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 in to fulfil their financial needs
• Manage clients' wealth management portfolio by providing value-added advice and recommendation on asset allocation 
• Identify and capture business opportunities to expand 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 skill
• 5+ years of banking/ FI experience in promoting wealth management products 
• Qualifications in IIQE and HKSI Licensing Exams preferred
• Sound knowledge of wealth management products
• Proficient in both spoken and written English and Chinese, fluent in Putonghua is preferred
• We offer the position according to the experience and qualification of candidates