Client Relationship Representative

Seeking driven, client-focused individuals to join our growing team in Hong Kong. This role is ideal for professionals who want to build a career in financial advisory, with structured training, mentorship, and clear progression opportunities. About the Role As a Client Relationship Representative , you’ll engage with clients to understand their financial needs and deliver customized solutions across insurance, investment, and retirement planning. This is a client-facing role that blends relationship-building with advisory expertise. Key Responsibilities Build and maintain long-term client relationships through consultative engagement Provide financial advice and tailored solutions to meet client goals Introduce and explain a wide range of financial products and services Achieve individual and team performance targets Participate in structured training programs to strengthen product knowledge and advisory skills Qualifications Bachelor’s degree preferred; fresh graduates welcome Strong communication and interpersonal skills Self-motivated, goal-oriented, and eager to succeed in a client-facing environment Prior experience in sales, banking, or insurance is an advantage but not required What’s Offered Competitive compensation package with performance-based incentives Comprehensive training and mentorship programs Clear career progression path within financial services Opportunities to work with a trusted brand and supportive team culture