Wealth Management Manager [Ref no: WMM-ALAI]

Nanyang Commercial Bank, Limited; Hong Kong Island; 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

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.

Job Requirements:

Bachelor’s degree or above;

At least 2 years of sales experience in insurance or banking industries and experience in handling Mainland customers is preferred;

Sales and customer-oriented with good communication skills;

Have a strong passion in developing in the field of insurance, passed in CFP education modules is an advantage;

Passed in IIQE Paper 1, 2, 3 & 5 is a must;

Proficiency in both written and spoken English, Chinese and Putonghua.

This position is subject tothe Mandatory Reference Checking (MRC) Scheme, as mandated by the Hong Kong Monetary Authority (HKMA). You are required to give consent for the Bank to conduct reference checkswith your previous employers, and offer of employment is conditional upon satisfactory MRC results. For more details, please visit The Hong Kong Association of Banks (HKAB)’s website at [https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme]. Additional information could be provided upon request.

We are an Equal Opportunities Employer. Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their applications unsuccessful and their data will be destroyed within 12 months of receipt.

Nanyang Commercial Bank offers a broad range of exciting employment opportunities to the exceptional people who are dynamic and have the passion to make things happen.

Nanyang Commercial Bank offers a broad range of exciting employment opportunities to the exceptional people who are dynamic and have the passion to make things happen.