Perform Financial Planning Services Limited

Relationship Manager

Perform Financial Planning Services Limited
Posted on 12-Apr-21

Relationship Manager

Perform Financial Planning Services Limited

Job Highlights

  • Financial Planning Services to Customers
  • Through Wealth Planning to help achieving goals
  • IIQE Paper 1, 2 and 3/ HKSI Paper 1, 7 and 8

Job Description

Join our fast-growing Wealth Management teams

Our wealth management businesses help high-net-worth individuals and their families to grow, manage and preserve their wealth. With this aim, we are rapidly expanding our client-facing team in Wealth Management business and are interested in speaking with high-performing individuals.


  • Promote full range of wealth management products
  • Seize the future through professional wealth planning to help people achieve their personal goals
  • Solicit new businesses and long-term relationship
  • Tailor-made, well-structured and comprehensive training program
  • In-house permanent position with an attractive fixed base salary + incentives & fringe benefits
  • Coaching and mentoring by a team of an experienced mentors


  • University graduate in Business Administration, Finance or other disciplines.
  • Minimum 2 to 6 years of relevant experience in financial institutions or wealth management sales.
  • Professional and regulatory qualifications (IIQE Paper 1, 2 and 3/ HKSI Paper 1, 7 and 8) is required. 
  • High level of customer-centric mindset & integrity with a dedication to deliver exceptional quality services for customers
  • High integrity, proactive with inspiration, good teamwork and interpersonal skills, able to work independently and under pressure;
  • Proficient in both spoken and written English, Chinese, and Cantonese
  • More experience will be considered as Senior position
  • Potential candidates with IANG or Dependent Visa are welcome.

We offer competitive remuneration including career prospects to the right candidate. Interested parties please send a detailed resume with availability, current and expected salaries to Human Resources Department, Perform Financial Planning Services Limited, Trust Tower, 68 Johnston Road, Wanchai,  Hong Kong or by clicking the Apply Now button and upload your CV and cover letter.

(All applications will be treated in strict confidence and used for recruitment purpose within Perform Financial Planning Services Limited only. All applicants are kept on file 6 months from the date of the application.)

Additional Information

Company Overview

perform is a premier financial planning team of Convoy Global Holdings Limited (Stock Code: 1019). Our one-stop integrated money management platform provides a wide range and all-around services including insurance and MPF ( through OnePlatform Wealth Management Limited1), funds  (through OnePlatform Asset Management Limited2), securities (through OnePlatform Securities Limited3), mortgage services (through Hong Kong Credit Corporation Limited4) and international properties (by OnePlatform International Property Limited5, excluding Hong Kong properties).

perform is dedicated to providing privileged financial planning services to high net worth customers.  As your life companion, we shall stand by you throughout your wealth journey to provide personalized and customized services. To accommodate your financial needs across different stages of life, we shall make timely review to keep you on track towards achieving your life goals while paving the way to an exceptional and worry-free life.

Additional Company Information

Insurance/Pension Funding
Benefits & Others
Education allowance, Life insurance, Medical insurance, Performance bonus, Five-day work week