Relationship Officer

Job Title: Relationship Officer
Contract Type: Permanent
Location: Hong Kong
Salary: Negotiable
Reference: 48944_1640747655
Contact Name: Hedy Lee
Contact Email:
Job Published: December 29, 2021 11:14

Job Description

Our client is specialising in providing wealth management services to retail and corporate clients. With existing branch network and diversified product solution, the company has established strong client base. They are now looking for Relationship Officer to join their fast expanding team.


  • Maintain and build good relationships with customers, providing quality customer service in response to customer's needs
  • Identify the needs of potential customers and offer financial service and products, including insurance or investment planning
  • Provide comprehensive wealth management solution to high net worth individuals
  • Perform regular customer contact and portfolio review


  • University degree or equivalent with 1+ year of sales experience in banking or insurance industry is preferred
  • Qualification in IIQE & HKSI is a plus
  • Excellent communication and interpersonal skills
  • Proactive, eager to learn and with strong initiative
  • Proficiency in both English and Chinese

Click "Apply Now" to apply for this position or call Hedy Lee at +852 3180 4959 for a confidential discussion. All information collected will be kept in strict confidence and will be used for recruitment purpose only.