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client relationship manager, mpf (b2b/b2c).

job details

summary

    job details

    about the company.

    Our client is a renowned sponsor and distributor of pension products, currently looking for an Client Relationship Manager to join their Business Development team to manage and grow their customer portfolio. With broad product capability and existing pool of clientele, they are in a great position to expand and lead in the market

    about the team.

    Join this team with strong cultural dynamics and fast paced work flow. Business oriented culture makes it easier for you to talk business and solicit new revenue.

    about the job.

    You will develop and build different distribution channels, by establishing and implementing business strategies to achieve the sales targets as assigned

    You will perform and complete all stages of the sales flow independently, including prospecting, presenting, probing, penetrating and post-servicing

    You will handle enquiries and complaints from channel partners and clients and acquire a good understanding of client’s needs

    You will provide retirement planning and investment planning services to clients, including provision of advice and distribution of offering documents / marketing materials on funds

    skills & experiences required.

    Your previous experience as a Wealth Management / Pension products (MPF) will help you succeed in this role.

    You will have 3+ years of experience in MPF products and channel sales .

    You will be a team player in achieving team targets and also detail minded in conducting in-depth financial and assessment within credit policy and parameters of the company

    Due to the targeted client segment, you will be required to speak Mandarin, Cantonese and English on a daily basis.

    If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk

    about the company.

    Our client is a renowned sponsor and distributor of pension products, currently looking for an Client Relationship Manager to join their Business Development team to manage and grow their customer portfolio. With broad product capability and existing pool of clientele, they are in a great position to expand and lead in the market

    about the team.

    Join this team with strong cultural dynamics and fast paced work flow. Business oriented culture makes it easier for you to talk business and solicit new revenue.

    about the job.

    You will develop and build different distribution channels, by establishing and implementing business strategies to achieve the sales targets as assigned

    You will perform and complete all stages of the sales flow independently, including prospecting, presenting, probing, penetrating and post-servicing

    You will handle enquiries and complaints from channel partners and clients and acquire a good understanding of client’s needs

    You will provide retirement planning and investment planning services to clients, including provision of advice and distribution of offering documents / marketing materials on funds

    skills & experiences required.

    Your previous experience as a Wealth Management / Pension products (MPF) will help you succeed in this role.

    You will have 3+ years of experience in MPF products and channel sales .

    You will be a team player in achieving team targets and also detail minded in conducting in-depth financial and assessment within credit policy and parameters of the company

    Due to the targeted client segment, you will be required to speak Mandarin, Cantonese and English on a daily basis.

    If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email morris.cheng@randstad.com.hk