Relationship Manager （多名）

Job Opportunity：

We are recruiting a perceptive and strategic Relationship Manager. No cold‑calling or self‑sourced new client acquisition is required. You will focus on nurturing and maintaining our existing high‑net‑worth client portfolios, drive growth in trust and wealth management businesses, and support our rapid expansion. We deliver premium wealth planning solutions, upholding integrity, innovation and client‑centric values to expand our footprint across the industry.

本公司現誠徵具敏銳客戶觸覺及策略思維的 Relationship Manager（客戶關係經理）。崗位無需自行開發陌生新客戶，主力負責維護及經營公司既有高端客戶網絡，帶動信託及財富管理業務增長，配合公司業務高速發展。公司專注為客戶提供高標準財富管理方案，秉持誠信、創新、客戶為先的核心價值觀，在行內穩步拓展業務版圖。

Key Responsibilities:

Manage and maintain our in‑house high‑net‑worth clients and family‑office relationships, deeply understand client requirements

Conduct field visits and business trips, accompany senior management to meet high‑net‑worth clients and family offices, and participate in business negotiations and deal closing

負責維護公司現有高淨值客戶及家族辦公室客戶關係，深度理解客戶需求

需配合出差及外勤，跟隨管理層拜訪高淨值客戶、家辦，全程參與商務洽談與業務談單

Requirements:

Bachelor’s degree or above

3–5 years of full‑time working experience in marketing or client relationship management

Prior hands‑on experience serving HNW / high‑net‑worth clients is highly preferred; IIQE qualification, trust or insurance industry background is a plus

Fluent in Cantonese and Mandarin; excellent Mandarin communication skills are highly preferred, with basic English communication ability

Strong competency in client demand analysis and relationship‑management planning

Excellent communication and presentation skills, good teamwork (mandatory)

Highly responsible, self‑disciplined and client‑oriented; able to work independently as well as collaborate within a team

大學或以上學歷

具 3‑5 年市場推廣、客戶關係管理相關全職經驗

有服務高淨值（HNW）客戶經驗者優先考慮；持有 IIQE 資格證書、擁有信託或保險行業從業背景者優先

流利廣東話、普通話，普通話表達流利者會作重點優先考慮，具基本英語溝通能力

具備良好客戶需求分析及客戶關係維護規劃能力

溝通表達能力出眾、善於團隊協作（必備要求）

責任心強、自律性高，以客為本，兼具獨立處理業務及團隊協作能力

Remuneration & Benefits:

Competitive basic salary + flexible commission negotiable based on competency

Staff medical insurance

Comfortable office environment with friendly team culture

具競爭力底薪搭配彈性業務提成，佣金可按個人能力及經驗面議，收入不設上限

員工醫療保險

舒適寫字樓辦公環境，團隊氣氛融洽友善

About Us:

Our company specializes in professional wealth management and investment advisory services. Adhering to a client‑first service philosophy, our professional team provides clients with one‑stop comprehensive asset management solutions. Upholding the core values of integrity, transparency and innovation, we keep expanding our business network across the Asia‑Pacific region, striving to become a leading integrated wealth management brand in the area.

本公司專營專業財富管理及投資顧問服務，堅持以客為先的服務方針，憑藉專業團隊為客戶提供一站式全面資產管理方案。公司恪守誠信、透明、創新三大核心價值，持續拓展亞太地區業務網絡，致力成為區內具領導地位的綜合財富管理品牌。