Wealth Management Manager [Ref no: WMM-VL]

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

Job 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 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 positionis 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)'swebsite at [https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme]. Additional information could be provided upon request.

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## More Job Information

Salary

• 30000 - 40000 / MONTH

Job Function

• 銀行 · 金融服務 - 一般 · 其他

Location

• 中環

Employment Term

• 全職

Education

• 學士