Bancassurance & Wealth Planning Manager

Dah Sing Bank; Hong Kong Island; On-site; HKD 300,000 - 600,000; Full time

Job summary

A banking institution in Hong Kong seeks a dedicated professional for bancassurance sales. The role focuses on enhancing relationships with existing and prospective clients, developing new business, and assisting branch managers in managing customer portfolios. Candidates must hold a degree, possess relevant experience in insurance or banking, and demonstrate strong communication and relationship building skills. Success in this role involves meeting financial product sales targets while providing tailored advice and service to clients.

Qualifications

• Minimum of 3 years relevant experience in insurance or banking industry.
• Proven track record in financial planning.
• Good command of both written and spoken English and Chinese.

Responsibilities

• Enhance relationships with existing and prospective clients.
• Develop new business in identified market segments.
• Assist relationship manager in managing customer portfolios.
• Implement business plans and marketing strategies.
• Cultivate relationships with high-net-worth clients.
• Provide tailored advice and reviews to clients.
• Meet sales targets on financial products.

Skills

Excellent time management

Communication skills

Customer selling

Relationship building

MS Office proficiency

Adaptable in bank branches

Education

Degree holder

Passes in IIQE Paper 1, 3 and 5

Job description

A banking institution in Hong Kong seeks a dedicated professional for bancassurance sales. The role focuses on enhancing relationships with existing and prospective clients, developing new business, and assisting branch managers in managing customer portfolios. Candidates must hold a degree, possess relevant experience in insurance or banking, and demonstrate strong communication and relationship building skills. Success in this role involves meeting financial product sales targets while providing tailored advice and service to clients.