Wealth Management Advisor (Insurance & Banking)

Nanyang Commercial Bank Ltd.; Hong Kong; Presencial; HKD 335.000 - 446.000; Tempo integral

Resumo da vaga

Nanyang Commercial Bank Ltd. in Hong Kong is seeking a dedicated professional to analyze financial needs and offer tailored insurance consultation to retail banking clients. The role also focuses on acquiring Mainland customers and delivering high-quality service.

The position requires a bachelor's degree and at least 2 years of sales experience in insurance or banking, with fluency in English, Chinese and Putonghua. CFP modules and IIQE certification are advantageous.

Qualificações

• Bachelor's degree or above.
• At least 2 years of sales experience in insurance or banking.
• CFP education modules is an advantage.
• Passed IIQE Paper 1, 2, 3 & 5 is a must.
• Proficiency in English, Chinese and Putonghua.

Responsabilidades

• Identify and fulfil customer needs by providing thorough financial need analysis.
• Assess the suitability of various insurance products and provide quality insurance consultation to retail bank's customers.
• Facilitate customer acquisition for the segment of Mainland customers.

Conhecimentos

Sales experience

Customer-oriented

Communication skills

Formação

Bachelor's degree

Descrição da vaga

Nanyang Commercial Bank Ltd. in Hong Kong is seeking a dedicated professional to analyze financial needs and offer tailored insurance consultation to retail banking clients. The role also focuses on acquiring Mainland customers and delivering high-quality service.

The position requires a bachelor's degree and at least 2 years of sales experience in insurance or banking, with fluency in English, Chinese and Putonghua. CFP modules and IIQE certification are advantageous.