Prestige Wealth Relationship Manager

A leading financial institution in Hong Kong is seeking a Customer Relationship Manager. The role requires managing relationships with Prestige clients, providing expert financial advice, and ensuring exemplary service delivery. The ideal candidate will have a university degree in finance or business, proven experience in client relations, and fluency in...

Insurance Assistant Officer / Officer (Full Time/Part Time) Prestige Wealth Group Limited, a financial services company focused on global wealth management, asset management, insurance, and consultancy services. Responsibilities Support the director in improving existing internal processes to sustain operational efficiency. Establish appropriate internal...

Handle license applications and renewals with the Insurance Authority (IA). Ensure brokerage operations comply with applicable laws and regulations. Develop and enforce risk management and compliance policies. Collaborate with departments to ensure seamless business operations. Identify and pursue business opportunities, including marketing initiatives and...

A major financial institution in Hong Kong seeks a Prestige Investment Sales Manager to lead the wealth sales distribution team. The role involves providing guidance to branches, enhancing the sales force's capabilities, and ensuring high customer satisfaction. Candidates should have a relevant degree, proven experience in retail banking, and strong...

Responsibilities Select the insurance company and prepare proposal according to clients’ needs; Complete and follow through the whole insurance application process for clients, including any outstanding/pending issues until the policy is fully in force. Qualifications Pass the IIQE Certificate Paper 1 and 3; Extensive knowledge on insurance products and...

Some careers have more impact than others. Discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further. A Career with Hang Seng Bank Hang Seng is committed to service excellence. Our people are our...

A leading financial institution in Hong Kong is seeking a Prestige Private Insurance Sales professional to enhance its wealth sales distribution. The role involves identifying sales opportunities and delivering comprehensive retirement planning solutions for affluent customers. Candidates should have a strong background in insurance sales, fluency in English...

Responsibilities Maintain close cooperation with insurance companies and sales teams to ensure smooth processes and effective communication. Select the insurance company and prepare proposal according to clients’ needs. Complete and follow through the whole insurance application process for clients, including any outstanding/pending issues until the policy...

Relationship Manager, Wealth Management (Welcome China RM/ Visa Sponsored) Add expected salary to your profile for insights Responsibilities Monitor and adjust asset allocation investment plan Design and implement appropriate investment strategies and policies Conducting comprehensive risk assessment of portfolio investments Communicate asset allocation...

Customer Relationship Manager Reporting to Manager, Relationship Management. Hang Seng's Customer Contact Centre, ranked one of the best phone banking service providers for consecutive years, strives to provide professional services for a wide range of banking products to meet customers’ diverse banking and financial needs. Responsibilities Manage...