Strategic Client Growth Specialist
9 hours ago
**Job Overview**
We are seeking an exceptional Strategic Client Growth Specialist to join our team at nextRoles. As a key member of our organization, you will be responsible for fostering strong relationships with high-net-worth clients and promoting financial planning services.
The ideal candidate will possess excellent communication skills, both written and verbal, in Cantonese and English, and have a strong background in sales and customer orientation.
**About the Role**
This is a dynamic opportunity for a motivated professional to leverage their expertise in direct selling investment or life insurance and drive business growth through personalized service and strategic planning.
**Key Responsibilities**
• Provide financial planning services to high-net-worth, mainlander, and offshore clients
• Develop and maintain strong relationships with these segments to build trust and loyalty
• Promote investment, insurance, and banking products to optimize new business opportunities
• Manage operational risk and adhere to relevant policies, guidelines, and compliance requirements
• Collaborate with internal teams to achieve business objectives
**Requirements**
• Minimum 2 years of experience in direct selling investment or life insurance
• Strong proficiency in written and verbal Cantonese and English
• Excellent sales and customer orientation skills, with good communication and interpersonal skills
• Good-to-have: University level education, HKCEE/HKDSE qualification with relevant work experience, experience handling offshore and mainlander segments, strong self-motivation, and ability to work under pressure
• Candidates with 5+ years of relevant experience will be considered for Executive Customer Relationship Manager role
• Candidates with 7+ years of relevant experience will be considered for Prestige Private Customer Relationship Manager role
**Benefits**
• **Fast-Track Career Advancement**: Opportunities for growth and development within a top-tiered Hong Kong local bank
• **Competitive Salary**: Estimated annual salary range: $80,000 - $150,000 (dependent on experience)
• **Comprehensive Benefits Package**: Including Birthday Leave, Staff Mortgage upon completion of 6-month probation, Medical Insurance, and Maternity Leave
• **Dynamic Work Environment**: Collaborative and supportive team culture at nextRoles
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