Financial Planning Manager, Retail Banking

Job Title: Financial Planning Manager, Retail Banking
Contract Type: Permanent
Location: Hong Kong
Salary: Negotiable
Reference: BBBH11391_1581503190
Contact Name: Kenneth Ng
Contact Email:
Job Published: February 19, 2020 15:43

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

  • Strengthen business relationships with existing and potential clients in the identified market segment
  • Assist Relationship Managers to manage and resolve issues on customer portfolio
  • Develop and implement business plans and marketing strategies for wealth management with Branch/District Managers
  • Provide training to frontline sales staff on insurance product knowledge, market updates and customer service skills


  • Degree holder in BBA, Finance or related disciplines
  • Passed exams in IIQE Paper 1, 3 and 5
  • 3+ years of relevant experience in insurance or banking industry, with proven track record in financial planning
  • 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.