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
Requirement
- 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.
