Client Relationship Management – Develop, maintain, and strengthen long-term relationships with potential clients.
Assess clients’ short- and long-term financial goals, offering investment advisory.
Business Development – Identify new opportunities, expand client portfolios, and drive revenue growth through proactive engagement.
Stay updated on financial market trends and investment products to provide sound advisory services.
Client Engagement & Events – Organize networking events, client appreciation programs, and investment seminars to enhance client loyalty and brand positioning.
Requirements:
Degree holders in Business Administration, Finance, or related disciplines preferred.
Minimum 4 years of financial advisory, investment or customer relationship management experience preferred.
Strong understanding of investment solutions.
Excellent communication, interpersonal, and relationship-building skills with clients from mainland.
Self-motivated, detail-oriented, and able to thrive in a fast-paced, performance-driven environment.
Fluency in English, Cantonese, and Mandarin is highly advantageous.
Interested parties please send your resume with expected salary and availability to us by email: [email protected]
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