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(Senior) Relationship Manager - Investment & Insurance

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(Senior) Relationship Manager - Investment & Insurance

Delta Asia Wealth Management Limited
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Job Highlights

  • Attractive Basic Salary + Competitive Commission; 15-20 days AL & Birthday leave
  • Structured training program with Comprehensive products platform
  • IANG / QMAS / TTPS Visa candidates are welcomed

At Delta Asia Financial Group, we foster a supportive and empowering environment that enables our employees to shape rewarding career journeys. We are committed to your professional growth and development, and to creating a workplace culture that values collaboration, innovation, and excellence.

Responsibilities

  • Provide Wealth Management Solutions for customers in to fulfil their financial needs
  • Manage clients' wealth management portfolio by providing value-added advice and recommendation on asset allocation
  • Identify and capture business opportunities to expand customer base and nurture long term relationships with existing and new target customers
  • Participate in Ongoing Training and Development Sessions


Requirements

  • Degree holder in business related discipline preferred
  • Committed with sales character and demonstrated exceptional communication and presentation skill
  • 5+ years of banking/ FI experience in promoting wealth management products
  • Qualifications in IIQE and HKSI Licensing Exams preferred
  • Sound knowledge of wealth management products
  • Proficient in both spoken and written English and Chinese, fluent in Putonghua is preferred
  • IANG / QMAS / TTPS Visa candidates are welcomed
  • We offer the position according to the experience and qualification of candidates

What We Offer

  • 15-20 days annual leave
  • Attractive basic salary with competitive commission scheme
  • Structured training program to equip talents as all-rounded financial professionals
  • Comprehensive products platform with wide range of wealth management products
  • Promising career prospect with structured career ladder
  • Caring Leave (including birthday leave, graduation leave, wedding leave, volunteer leave, etc.)


Application

We offer competitive remuneration package to the right candidate. Interested parties, please click Apply Now. For more information or inquiry, please contact us at +852 9882 7957.

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

Website: www.delta-asia.com

More Information

SalaryN/A (Search your salary info in SalaryCheck)
Benefit
  • 5-day week
  • Birthday leave
  • Compassionate leave
  • Competitive pay
  • Education subsidies
  • Examination leave
  • Family medical plan
  • Family-friendly Leave
  • Marriage leave
  • Medical plan
  • Special / extra leave
Job Function
Location
  • Wan Chai
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
  • Permanent
Experience
  • 5 years - 10 years
Career Level
  • Non-management level
Education
  • Degree
Overview

The Delta Asia Financial Group is a full-fledged banking and financial services group encompassing the territories of Hong Kong, Macau and Pearl-River-Delta regions.

Established in Macau in 1935, the Group boasts a rich history spanning 90 years. Initially focused on banking services, the Group has evolved into a financial conglomerate, now offering a wide array of integrated services, including banking, securities investment, insurance consultancy, and wealth management.

With strong financial strength, “people-oriented" spirit and rich investment experience, the Group is dedicated to provide customers with professional and caring financial services.