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Posted on 2022-11-25
Delta Asia Wealth Management Limited

Relationship Manager / Team Lead (Investment & Financial Services) - IANG welcome

Delta Asia Wealth Management Limited

Responsibilities

  • Provide a wide spectrum of financial advice and solutions to customers including investment, insurance and other products
  • Perform investment portfolio analysis and provide recommendation on re-allocation
  • Solicit business opportunities and build a good relationship with existing and new target customers
  • Explore and develop long-term relationships with customers

Requirements

  • University degree in a related discipline preferred
  • Minimum 2 years banking/ FI experience in providing financial services
  • Qualifications in IIQE and HKSI
  • Sound knowledge of wealth products
  • IANG candidates are welcome
  • Candidates with more experience will be considered as Senior Manager 

Application

We offer competitive remuneration and fringe benefits including but no limited to the followings:

  • 15-25 days' Annual Leave
  • Caring Leave (including birthday leave, graduation leave, wedding leave, volunteer leave, children  graduation leave, children wedding leave, etc.)

Interested parties please email your full resume with availability, current and expected salary to [via CTgoodjobs Apply Now ] quoting the reference number in the subject line.

 

More job information
Salary
Job Function
Industry
Employment Term
  • Permanent
  • Full-time
Experience
  • 2 years - 10 years
Career Level
  • Non-management level
Education
  • Degree
Qualifications or Licenses
  • IIQE and HKSI examinations