Senior Insurance Planner & Financial Solutions Advisor

Manrison Personnel Limited; Hong Kong Island; On-site; HKD 335,000 - 725,000; Full time

Job summary

Manrison Personnel Limited, on behalf of a leading Hong Kong retail bank, is seeking an Insurance Expert / Senior Insurance Specialist / Financial Planning Manager to bolster wealth management and financial services. The role involves analysing clients' financial situations and recommending insurance products and structured solutions.

You will collaborate with Relationship Managers to provide professional insurance planning, deliver high-quality service, and build long-term client relationships

Qualifications

• Minimum 1 year sales experience in insurance products.
• Qualifications in IIQE Paper 1, 2, 3.
• University degree in a related discipline.
• Strong sales, analytical and interpersonal skills.
• Understanding of client needs and a role model in being responsive.

Responsibilities

• Analyse Clients' financial situation and identify their financial needs, recommend relevant products and structure solutions to best suit their needs
• Collaborate with Relationship Managers (RMs) or Branch Sales staff to provide professional Insurance planning services and Pre-Sales information
• Delivering quality service and maintaining long-term relationship with customers
• Providing quality servicesand financial solutionsto customers and satisfy their changing financial needs

Skills

Sales experience

Analytical skills

Interpersonal skills

Client needs understanding

Education

University degree in related discipline

Tools

IIQE Paper 1

IIQE Paper 2

IIQE Paper 3

Job description

Manrison Personnel Limited, on behalf of a leading Hong Kong retail bank, is seeking an Insurance Expert / Senior Insurance Specialist / Financial Planning Manager to bolster wealth management and financial services. The role involves analysing clients' financial situations and recommending insurance products and structured solutions.

You will collaborate with Relationship Managers to provide professional insurance planning, deliver high-quality service, and build long-term client relationships