Insurance & Wealth Planner — Hong Kong (On-Site)

Citi; New York (NY); On-site; USD 61,281 - 76,602; Full time

Job summary

Citi is seeking an Insurance Specialist to join their team in Kowloon, Hong Kong. The role involves partnering with relationship managers in total client relationship building and financial planning. You will serve clients with comprehensive insurance products and lead the branch sales staff in achieving their goals.

The ideal candidate should be a degree holder with at least two years of insurance product sales experience and strong communication and relationship building skills. A proactive and result-oriented attitude is a must.

Qualifications

• At least two years of insurance product sales experience and proven track record.
• Proven proficiency in selling insurance products to clients.
• Good communication skills and ability to build relationships.

Responsibilities

• Partner with relationship managers in total client relationship building.
• Serve clients in complete scope of insurance products.
• Lead and support the branch sales staff to achieve the insurance goal.

Skills

Strong selling skills

Proactive and result-oriented

Good relationship building

Fluent in English

Knowledge of Mandarin

Education

Degree holder

HKSI Paper 1, 7 & 8 or equivalent

IIQE Paper 1, 2, 3 & 5

Certified Retail Wealth Professional (CRWP)

Job description

Citi is seeking an Insurance Specialist to join their team in Kowloon, Hong Kong. The role involves partnering with relationship managers in total client relationship building and financial planning. You will serve clients with comprehensive insurance products and lead the branch sales staff in achieving their goals.

The ideal candidate should be a degree holder with at least two years of insurance product sales experience and strong communication and relationship building skills. A proactive and result-oriented attitude is a must.