Wealth Management Manager ( Banking)

Wealth Management Manager

A reputable China-based Bank with its Group Company listed in Hong Kong is looking for a high-calibre Wealth Management Manager to follow up and handle insurance brokerage sales and after-sales services, and propose solutions to business problems independently

Responsibilities:

• Recognize and meet customer needs by providing a comprehensive financial needs analysis
• Evaluate the suitability of various insurance products
• Provide quality insurance consultation to retail bank customers
• Secure and facilitate customer acquisition for the segment of Mainland customers

Requirements:

• Degree holder with at least 2-year sales experience in insurance or banking industries; Experienced in handling Mainland customers will be an advantage
• Holders of IIQE Paper 1, 2, 3 & 5
• Sales and customer-oriented with good communication skills
• Passionate in developing in the field of insurance; Passed CFP education modules are preferable
• Proficient in both spoken and written English and Chinese, fluent in Putonghua is preferable
• Candidate with less experience will be considered as Assistant Manager

Interested parties please send your resume in word format with current & expected salary and notice period to dickson@hkjobc.com. For details, please feel free to contact Dickson at 5428 7949.