(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 to fulfill their financial needs
• Manage clients' wealth management portfolio by providing value-added advice and recommendations on asset allocation
• Identify and capture business opportunities to expand the 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 skills
• 2+ years of experience in customer relationship management in banking/insurance/financial industry
• 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 preferred
• IANG / QMAS / TTPS Visa candidates are welcome
• We offer the position according to the experience and qualification of candidates