Relationship Manager

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Full Remote
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Offer summary

Qualifications:

Recognized degree holder in any discipline., Preferred to have passed HKSI Paper 1, 7, 8 & IIQE 1, 3, 4, 5 or show strong interest in the financial services industry., At least 1 year of working experience, preferably in sales, marketing, communications, or finance., Fluent in Cantonese, Mandarin, and English with excellent presentation and teamwork skills..

Key responsibilities:

  • Communicate and maintain good relationships with retail clients as a representative of the group.
  • Assist the sales team in generating revenue through various campaigns and marketing activities.
  • Participate in providing investment and insurance planning and services.
  • Engage with a diverse range of clients, including personal and corporate clients.

Yunfeng Financial Group logo
Yunfeng Financial Group http://yff.com
201 - 500 Employees
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Job description

Company Introduction

We are a Financial Group listed on the Hong Kong Stock Exchange Main Board, and a pioneer in financial TECHNOLOGY. We provide brokerage, investment research, asset management, insurance, employee stock ownership plan administration services and fintech business. Adhering to our "Based in Hong Kong and Connecting China to the World" strategy, we provide comprehensive financial services to individual and institutional investors, as well as corporate clients using the latest online technology.

The subsidiaries of our Group are licensed corporations which are granted a licence to carry on Types 1, 4, 6 and/or 9 regulated activities under the Securities and Futures Ordinance in Hong Kong. We are also authorized by the Insurance Authority to carry on long term insurance business and are one of the Mandatory Provident Fund Schemes Authority approved trustees.

To cope with rapid expansion in the Great China region, we are recruiting capable talent to join us.

Key Elements Of The Job

  • Communicate and keep good relationship with retail client, as a representative of the group 作為集團代表,與零售客戶溝通並維持良好關係
  • Assist the sales team to generate revenues, through different campaigns or marketing activities 協助銷售團隊透過不同的活動或行銷活動創造收入
  • Participate in provision of investment and insurance planning and services 參與提供投資及保險規劃及服務
  • Candidates will be engaging financial products ranging from, Private Equity, Private Equity Fund, Private Credit, Personal Insurance, Commercial Insurance and Mandatory Provident Fund. 候選人將參與私募股權、私募股權基金、私人信貸、個人保險、商業保險和強制性公積金等金融產品。
  • Cope with and communicate with different clients ranging from personal clients and corporate clients 應對和溝通不同的客戶,包括個人客戶和企業客戶

The Ideal Candidate

  • Recognized Degree Holder, in any discipline
  • Passed HKSI Paper 1, 7, 8 & & IIQE 1,3,4, 5 is preferred, or able to show strong interest in Financial Service Industry if without above licenses (on job training will be provided)
  • 1 years working experience
  • Experience in sales, marketing, communications, finance would be an advantage
  • Fluent in Cantonese, Mandarin and English
  • Excellent in presentation and team working skills

Compensation And Benefits

  • Allowance + commission + monthly bonus + annual bonus, additional year-end bonus and performance-based rewards.
  • Flexible work location and autonomous work schedule.
  • Assistance with the renewal of High Talent/Talent/IANG visa.
  • One-year fast-track promotion plan to Assistant Vice President.
  • Opportunity for overseas conference and travel for top performers.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Presentations
  • Teamwork
  • Communication

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