Bancassurance Wealth Planning Manager

Dah Sing Financial Group; Hong Kong; On-site; HKD 450,000 - 600,000; Full time

Job summary

Dah Sing Bank is seeking a branch-based Bancassurance Sales professional to conduct bancassurance activities and achieve business targets. You will collaborate with branch teams, manage client portfolios, and deliver tailored financial guidance.

The role requires 3+ years in insurance/banking, IIQE qualifications, and strong English/Chinese communication. You will drive client acquisitions, develop marketing plans with managers, and support wealth management initiatives in a dynamic branch

Qualifications

• Degree holder with passes in IIQE Paper 1, 3 and 5.
• Minimum of 3 years relevant experience in insurance or banking industry, with proven track record in financial planning.
• Excellent time management and communication skills.
• Strong in customer selling and sound relationship building skills with branch staff.
• Flexible and adaptable working in bank branches environment.
• Proficiency in MS Office applications.
• Good command of both written and spoken English and Chinese.

Responsibilities

• Proactively enhance relationships with existing and prospective clients to achieve business targets.
• Develop and acquire new business to deepen business relationships with existing and potential clients in the identified market segment.
• Assist relationship manager of branch to manage their customer portfolio and help them to resolve their issues on customer portfolio.
• Developing and implementing business plans and marketing strategies with branch/district managers for wealth management of banking clients.
• Cultivate strong relationships with clients and broaden the high-net-worth client base.
• Provide tailor-made advices and reviews to clients on a regular basis and post-sales services to clients.
• Meet sales target on financial products for customers of consumer banking level etc.

Skills

Time management

Communication

Sales skills

Customer relations

Education

Bachelor's degree

IIQE Papers 1,3,5

Tools

MS Office

Job description

Dah Sing Bank is seeking a branch-based Bancassurance Sales professional to conduct bancassurance activities and achieve business targets. You will collaborate with branch teams, manage client portfolios, and deliver tailored financial guidance.

The role requires 3+ years in insurance/banking, IIQE qualifications, and strong English/Chinese communication. You will drive client acquisitions, develop marketing plans with managers, and support wealth management initiatives in a dynamic branch