Wealth Management Advisor – Mainland Markets

Nanyang Commercial Bank, Limited; Hong Kong; On-site; HKD 420,000 - 620,000; Full time

Job summary

Nanyang Commercial Bank, Limited seeks a customer-focused insurance advisor in Hong Kong. You will identify and fulfil customer financial needs by conducting thorough analyses and recommending suitable insurance products to retail banking clients.

The role involves assessing product suitability, delivering quality consultations, and supporting customer acquisition for Mainland customers. Fluency in English, Chinese, and Putonghua is required.

Qualifications

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

Responsibilities

• 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 Mainland customer segment.

Skills

Sales

Communication

Cross-cultural

Need analysis

Education

Bachelor's degree or above

CFP modules (advantage)

Job description

Nanyang Commercial Bank, Limited seeks a customer-focused insurance advisor in Hong Kong. You will identify and fulfil customer financial needs by conducting thorough analyses and recommending suitable insurance products to retail banking clients.

The role involves assessing product suitability, delivering quality consultations, and supporting customer acquisition for Mainland customers. Fluency in English, Chinese, and Putonghua is required.