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Relationship Manager – Investment & Financial ServicesDelta Asia Financial Group
Relationship Manager – Investment & Financial ServicesDelta Asia Financial Group
Job Highlights
  • 5-day work with competitive remuneration package
  • 15-25 days AL, birthday leave, wedding leave, etc.
  • Immediately available is highly preferred
Job Description

Responsibilities

  • Acquire and build good relationship with existing and new target customers
  • Provide a wide spectrum of financial advices and solutions to customers and identify up-selling and cross-selling opportunities:-
    • Insurance Protection
    • Securities Investment
    • Wealth Management
    • Commercial Lending
  • Engage in end-to-end financial service which includes customer needs identification, solution recommendations, application fulfillment and after-sales services
  • Participate in promotion programs to acquire new clients and improve clients engagement
  • Ensure all selling processes and activities are in compliance with the Company policies and all regulatory guidelines

 

Requirements

  • High Diploma or Degree holder in business administration, economics, finance or related discipline preferred
  • Minimum 2 years of relevant experience with proven track record
  • Pass IIQE (Paper 1,2,3,4,5) and fulfill the competency requirements to carry out insurance sales activities as defined by Insurance Authority (IA); or
  • Pass HKSI Licensing Examination and fulfill the competency requirements to carry out regulated activities as defined under Securities and Futures Commission (SFC)
  • Good market sense and strong knowledge on insurance or investment products
  • Energetic and outgoing with enthusiasm in achieving goals
  • Excellent communication, interpersonal and relationship building skills
  • Good command of spoken and written English, Cantonese and Mandarin

 

Candidate with less experience will be considered as Deputy Manager / Officer.

 

 

What We Offer

  • 5-day work
  • 15-25 days annual leave
  • Attractive basic salary with competitive commission scheme
  • Structured training program on a wide range of investment products to equip the high-calibre talent as all-rounded financial professionals
  • Comprehensive products platform for up-selling and cross-selling
  • Promising career prospect with structured career ladder
  • Caring Leave (including birthday leave, graduation leave, wedding leave, volunteer leave, children graduation leave, children wedding leave, etc.)

 

Application


We offer competitive remuneration package to the right candidate. Interested parties please email your full resume with availability, current and expected salary to dasjobs@delta-asia.com quoting the reference number in the subject line.



All information provided will be treated in strict confidence and only be used for recruitment purpose.

Website: 
www.delta-asia.com

Additional Information
Career Level
Middle
Qualification
Non-Degree Tertiary
Years of Experience
2 years
Employment Type
Full Time, Permanent
Benefits
Five-day work week, Medical insurance
Company details

Delta Asia Financial Group is a comprehensive financial institution with over 80 years of history, comprising Retail Banking, Commercial Banking, Wealth Management and General Insurance across Hong Kong, Macau and Guangzhou. It is reputable for its Corporate Governance, Caring and the Pursuit of Excellence.  

We are committed to pay the Top Reward to the Right People.

We are sincerely inviting high caliber candidates to fill the vacancy stated below.