Wealth Management Manager [Ref: WMM-ALAI]

Nanyang Commercial Bank, Limited; Hong Kong; On-site; HKD 480,000 - 780,000; Full time

Job summary

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.

Qualifications

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

Responsibilities

• 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

Skills

Sales & comms

Customer-oriented

Bilingual English/Chinese

Education

Bachelor's degree or above

CFP modules (advantage)

IIQE Paper 1-5 certified

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.

Wealth Management Manager [Ref: WMM-ALAI]
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.

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 to the Mandatory Reference Checking (MRC) Scheme, as mandated by the Hong Kong Monetary Authority (HKMA).

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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.

What can I earn as a Wealth Management Manager