Eagle Partners (International) Company Limited

Relationship Manager (Great Source of AUM to achieve Bank Targets) | HK Talent Engage

Published 2023-06-02 00:00:00

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Job description

Highlights:

  • 500+ high net worth clients to manage with AUM HKD 2-3 billion+ in total.
  • Branch location flexibility: Could be at commercial areas (Central, MK, Tst) or near your home depends on your preferences.
  • Starting Basic Salary from 35k up to 88k with quarterly incentive up to 3 - 4 months.
  • Fast Track Promotion: 20% of Salary increment and promotion in 6 months if good performance.
  • No Target at all in the first Quarter.
  • 25 Days of Annual Leave with Medical and Dental all cover with spouse as well.

Responsibilities:

  • Serve High Net Worth Individuals and solicit business opportunities.
  • Identify customers’ needs and provide customized solutions on a comprehensive range of investment and wealth management products to customers.
  • Promote long term client relationships and enhance the company's value proposition.

Requirements:

  • Qualified for registration as a Securities Intermediary and Insurance Intermediary of the Bank
  • 3 years' solid experience in serving high-net-worth customers (less experience may also be considered)
  • Strong analytical skills and solid track record in developing relationships with customers
  • Excellent communication, interpersonal skills and proficient in both spoken and written English, Cantonese and Mandarin

Job particulars

Job source
eFinancialCareers
Job reference
18770269
Date published
02 Jun 2023
Job keywords
Retail Banking,Relationship management,Insurance & investment,Insurance,Sales

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