(Senior) Relationship Manager - Cross Border

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 the segment of Mainland clients in Hong Kong to fulfill 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

• Bachelor Degree holder in a related discipline preferred
• Committed with sales character and demonstrated exceptional communication and presentation skills
• 2+ years of banking/ insurance / FI experience in promoting wealth management products in cross-border business
• 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 a must
• IANG / QMAS / TTPS  Visa candidates are welcome
• We offer the position according to the experience and qualification of candidates