Relationship Management Consultant

2 days ago


Hong Kong, Central and Western District, Hong Kong SAR China GUM | Your MPF & EB Expert | Hong Kong Full time

About GUM

GUM | Your MPF & EB Expert | Hong Kong is a prestigious boutique consulting firm in the Health and Wealth Industry. With over 42 years of market experience, we have pioneered in providing MPF solutions and financial consulting services. Our mission is to give you more inspiration, wealth, and happiness.

Our Culture

We create a fast-learning environment for our staff where we encourage learning through practice by innovating methods to resolve client inquiries. We believe in a dynamic and open work environment with a simple organizational structure and proper delegation that facilitates constructive feedback and guidance.

What We Offer

  • Diversified exposures over institutional, corporate, and individual clients
  • Career progression opportunities
  • Uncapped learning opportunities and extensive training from technical product knowledge to soft skills training
  • A fun and open working culture without hierarchy – #WorkHardPlayHard philosophy focused on teamwork
  • Flexible working policy
  • Comprehensive fringe benefits including annual leaves, medical and dental coverage, training and licensing examination support
  • Family-friendly policy, including birthday leave, examination leave, family care leave, and dependents

Your Role

As a Relationship Management Trainee, you will be responsible for fostering long-term customer relationships and conducting proactive communication with corporate clients. You will demonstrate eagerness for self-improvement and accumulate experience through peer-learning.

About This Role

  • Foster long-term customer relationships and conduct proactive communication with corporate clients.
  • Demonstrate eagerness for self-improvement and accumulate experience through peer-learning.
  • Service client portfolios from diversified industries and strategic plans over corporate and individual customers on their retirement planning and employee benefits arrangement.
  • Understand customer needs and provide tailor-made solutions as a consultant, explore new business opportunities, and retain good relationships with our clients.
  • Possess strong analytical and business development skills with sound knowledge of pension and financial products.
  • Work with senior management to conduct client meetings, webinars, and conferences to provide our clients with mass financial education.


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