Financial Planning Manager (Insurance Specialist)

AcWise Recruitment Limited; Hong Kong; On-site; HKD 500,000 - 900,000; Full time

Job summary

AcWise Recruitment Limited is seeking a Financial Planning Manager (Insurance Specialist) in Hong Kong to proactively enhance client relationships and develop new business within the banking and wealth management sector. The role requires a degree and IIQE certifications, plus 3+ years of relevant experience, with strong time management and communication skills.

You will support relationship managers in managing client portfolios, implement business plans with district managers, and aim to

Qualifications

• Degree holder with passes in IIQE Paper 1, 3 and 5.
• Minimum of 3 years relevant experience in insurance or banking 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.

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

Client relationship

Sales

Time management

English & Chinese proficiency

Education

Bachelor's degree

IIQE Paper 1, 3 and 5

Tools

MS Office

Job description

Financial Planning Manager (Insurance Specialist)

Job Openings Financial Planning Manager (Insurance Specialist)

About the job Financial Planning Manager (Insurance Specialist)

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.

Requirements:

• 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