Junior Relationship Manager (Fresh Graduates and IANGs are welcome)

Job level Entry
Education Bachelor Degree
Not Specified
Employment type Full Time
Benefits 5-day week, Dental plan, Medical plan, Performance bonus, Shuttle bus
Industry Financial Services / Investment / Securities
Job function Sales / Business Development / Customer Service > Account Servicing
Sales / Business Development / Customer Service > Business Development
Published On 11/02/2020
  • Build comprehensive financial plans, analyze financial data
  • Monitor clients' accounts and determine if changes are needed to improve alignment of the account strategy to objectives and constraints
  • Deepen client relationships by providing valuable advice and investment recommendations through constant communication and monitoring the outcomes
  • Prepare and revise financial reports/plans for clients
  • Collaborate with other financial planners/expertise on our team
  • Generate new client opportunities through networking, referrals, and other sourcing strategies



  • Annual salary (10K - 50K or above for University Graduate)
  • No Ceiling Commission + Year-end-bonus
  • Overseas Conventions/ Incentive Trips, a minimum of 2 company trips per year
  • 18 months on-job Professional Training Program
  • Special holiday packages
  • Promising career ladder, fast promotion path to management level



  • Bachelor Degree or equivalent qualifications (Fresh graduates and NON-HONG KONG graduates: IANG are welcome)
  • Be able to work in Hong Kong (Available VISA for non-Hong Kong residents)
  • Outstanding verbal and listening communication skills, proficiency in both Cantonese and Mandarin; fluency in English would be an advantage
  • Entrepreneurial drive to build your own business by leveraging your personal network, demonstrated ability to generate new clients
  • Ability to build relationships, provide superior customer service
  • High level of confidence, perseverance and strong desire to achieve and succeed



  • 為客戶提供專業的財務策劃服務,包括人壽醫療保險丶儲蓄丶投資及退休計畫
  • 開拓香港及內地客戶群
  • 建立良好的客戶關係丶發展客戶網路以開創商機
  • 定期瞭解客戶的財政需要及檢討現有財務計畫
  • 發展及管理專業財務策劃團隊



  • 年薪面議
  • 專業發展及明確晉級機會
  • 豐厚傭金加年終花紅
  • 海外旅遊及會議獎賞
  • 提供在職專業培訓和跟進課程
  • 獲得金融保險理財知識



  • 持有大學學歷者優先 (歡迎非本地在港的畢業生IANG)
  • 持有有效香港身份證
  • 良好國內人際網路優先
  • 具備良好人際溝通技巧及表達能力
  • 廣東話或普通話良好,懂英語更佳
  • 成熟,有積極性,主動,外向獨立及有目標感
  • 有志建立個人事業,發展成為理財策劃優秀專才


Interested candidates please submit your CV by clicking "Apply Now"!