Wealth Management VP - Bancassurance & Strategy Lead

Centaline Financial Services Limited

Hong Kong

On-site

HKD 300,000 - 540,000

Full time

14 days+

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Benefits offered by this job

Attractive commissions

5-day work week

Competitive package

Extra leave types

Job summary

Leadingnation provides wealth management services and insurance solutions from its Hong Kong offices. The role involves assisting in financial planning, wealth management, and expanding bancassurance through multiple channels.

Fresh graduates are welcome; candidates with 3+ years of insurance selling experience and HKSI/IIQE licensing will be prioritized. On-site insurance sales support and collaboration with the Branch Manager are essential.

Qualifications

Provide high-quality financial planning and wealth management services.
Acquire and solicit bancassurance business through multiple channels.
Fresh graduates welcome; at least 3 years of relevant insurance selling experience.
Pass HKSI and IIQE Licensing Examinations.
On-site sales support for insurance business.
Support Branch Manager on exploring life insurance business strategy.

Responsibilities

Assist in providing high-quality financial planning & wealth management services.
Support Branch Manager on exploring life insurance business strategy.
Acquire and solicit bancassurance business through different channels.
On-site sales support for insurance business.
Pass HKSI and IIQE Licensing Examinations.