Senior Wealth Planner - Insurance Specialist

AcWise Recruitment Limited; Hong Kong; Sur place; HKD 500 000 - 900 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Client relationship

Sales

Time management

English & Chinese proficiency

Formation

Bachelor's degree

IIQE Paper 1, 3 and 5

Outils

MS Office

Description du poste

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