Wealth Management Advisor - Mainland Markets

Nanyang Commercial Bank, Limited; Hong Kong; Presencial; HKD 480.000 - 780.000; Jornada completa

Descripción de la vacante

Nanyang Commercial Bank, Limited is seeking a Wealth Management Manager to analyze client financial needs and advise on suitable insurance products for retail customers in Hong Kong. The role focuses on acquiring Mainland customers and delivering tailored financial solutions.

Requirements include a university degree, 2+ years in sales in insurance or banking, and strong communication skills in English, Chinese, and Putonghua.

Formación

• Experience in selling insurance or banking products and cross-selling
• Strong communication and interpersonal skills
• Capability to handle Mainland customers and regulatory requirements

Responsabilidades

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

Conocimientos

Sales & comms

Customer-oriented

Bilingual English/Chinese

Educación

Bachelor's degree or above

CFP modules (advantage)

IIQE Paper 1-5 certified

Descripción del empleo

Nanyang Commercial Bank, Limited is seeking a Wealth Management Manager to analyze client financial needs and advise on suitable insurance products for retail customers in Hong Kong. The role focuses on acquiring Mainland customers and delivering tailored financial solutions.

Requirements include a university degree, 2+ years in sales in insurance or banking, and strong communication skills in English, Chinese, and Putonghua.