📑Responsibilities:

📊Join an intensive on-the-job training program to become a professional Relationship Manager.

📊Support the team in engaging high-net-worth clients and developing long-term relationships.

📊Learn to conduct financial needs analysis and offer tailored wealth solutions, including investment and insurance products.

📊Make outbound calls to schedule appointments and follow up with clients proactively.

📊Ensure compliance with all regulatory and internal guidelines, including KYC and AML procedures.

✅ Requirements

Welcome candidates without prior finance experience, training will be provided.

Minimum 1 year of experience in banking / insurance / customer service / sales preferred.

Holder of IIQE Papers 1, 3 (or willing to obtain).

Eager to develop a career in wealth management and frontline relationship management.

Strong interpersonal and communication skills.

Fluent in Cantonese, English, and Putonghua.