Strategic Client Growth Specialist

9 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China nextRoles Full time

**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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