Financial Planning Manager, Retail Banking

Job Title: Financial Planning Manager, Retail Banking
Contract Type: Permanent
Location: Hong Kong
Salary: Negotiable
Reference: 43323_1594346389
Contact Name: Kenneth Ng
Contact Email:
Job Published: July 10, 2020 09:59

Job Description

About Our Client

Our client is a Banking Group with strong presence in Hong Kong, Macau and China. To cope with their rapid expansion, they are now looking for a Financial Planning Manager to join the team.

About the Role

  • Collaborate with Relationship Managers in branches to provide professional insurance solution to bank customers
  • Pro-actively drive cross-selling activities based on customer needs to optimize sales opportunities and sustain relationship with customers
  • Develop sales strategies and business plans with Branch and District Manager to maximize results
  • Provide training to frontline sales staff on insurance product knowledge, market updates and selling skills


  • Degree holder in BBA, Finance or related disciplines
  • 4+ years of relevant experience in insurance or banking industry, with proven track record in financial planning
  • IIQE Paper 1, 2 and 3 Qualification
  • Current Insurance agents with stable working history will also be considered

Click "Apply Now" to apply for this position or call Kenneth Ng at +852 3180 4912 for a confidential discussion. All information collected will be kept in strict confidence and will be used for recruitment purpose only.