We are a headhunter called Alpha HR. Currently, we are helping different banks to expand their team of relationship managers and investment specialists.

Job duties:

• Manage relationships with our Prestige clients
• Acquire, develop, and retain relationships with a portfolio of Prestige clients
• Help clients to articulate their needs, and deliver to exceed client expectations
• Know clients on a personal and professional level to understand their short and long-term financial goals
• Provide financial advice that leads to highly individualized strategies aimed at wealth creation and capital preservation
• Achieve agreed key performance indicator objectives and profit growth through the development of existing and new Prestige client relationships
• Increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners
• Develop Prestige team culture and build a strong sense of team spirit to increase the team loyalty to the Bank
• Understand and adhere to bank compliance

Who are we looking for?

Qualifications:

• University-level education, preferably in finance, business, or a related discipline
• Passes in IIQE (Paper 1, 2, 3) and HKSI (Paper 1,7,8) a must -Minimum 2 years of direct sales / tele-sales experience in Banking / Call Center
• Experience in client client-facing environment, with excellent relationship-building capability
• Strong sales and customer orientation, with good communication and interpersonal skills
• High level of customer-centric mindset with dedication to deliver exceptional quality services for customers
• Good understanding and strong interest in the financial markets
• Mature and independent mindset, able to work effectively under pressure -Strong commercial orientation with acute interpersonal skills
• Fluently in Cantonese and English, proficiency in Putonghua
• Experience as a relationship manager will be an added advantage

Why should you consider this opportunity?

Our clients offer an attractive remuneration package with fringe benefits to the right candidate, such as:

• 5-day work week (Monday - Friday 9 am - 6 pm)

• Performance bonus
• Healthcare insurance coverage, including yourself and your family
• Retirement benefit scheme with the employer’s contribution
• Employee Share Purchase Plan
• Work-life balance: 20 days paid annual leave plus other categories of leave entitlements, e.g., birthday, marriage, maternity and paternity, study, volunteer work
• Preferential interest rate for staff housing loan of up to 100% of property valuation or purchase price -Recognizable corporate training and development program
• Progressive career advancement opportunities

Ready to join this role? Apply now to submit your resume with your date of availability and expected salary to us!