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Posted on 2023-01-20
Relationship Manager / Team Lead (Investment & Financial Services) - IANG welcome
Job MatcherResponsibilities
- 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.
Skills
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Company Overview
Delta Asia Financial Group is a comprehensive financial institution with over 87 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 Top Reward to the Right People.
