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RecruitFirst is the fastest growing human resource consultancy in the Asia Pacific. We are focused on providing our clients temporary, contract and permanent employment solutions, ranging from support to management roles. Our specialization lies in the Banking and Finance, Insurance, Fast Moving Consumer Goods (FMCG), Luxury Retail and Infocommunications sectors.

Premise on our mission to help people find better jobs and organizations find better people, RecruitFirst is dedicated to ensuring that the best candidates and employers are connected via the rigorous recruitment processes and extensive database that we are continuously developing.

RecruitFirst is the fastest growing human resource consultancy in the Asia Pacific. We are focused on providing our clients temporary, contract and permanent employment solutions, ranging from support to management roles. Our specialization lies in the Banking and Finance, Insurance, Fast Moving Consumer...

RecruitFirst is the fastest growing human resource consultancy in the Asia Pacific. We are focused on providing our clients temporary, contract and permanent employment solutions, ranging from support to management roles. Our specialization lies in the Banking and Finance, Insurance, Fast Moving Consumer Goods (FMCG), Luxury Retail and Infocommunications sectors.

Premise on our mission to help people find better jobs and organizations find better people, RecruitFirst is dedicated to ensuring that the best candidates and employers are connected via the rigorous recruitment processes and extensive database that we are continuously developing.

[Bancassurance / Retail Banking] Financial Planning Manager

Job level Middle
Location
Within Hong Kong Hong Kong
Employment type
Industry Insurance
Job function Banking / Finance > Retail Banking / Branch Banking
Banking / Finance > Others
Insurance > Insurance Agent / Broker
Published On 24/04/2018 2018-04-24

Responsibilities:

  • Assist RM to manage their customer portfolio and help them to resolve their issues
  • Develop and implement business plans and marketing strategies for wealth management of banking clients
  • Enhance and build good relationships with clients
  • Meet sales target on financial products
  • Develop and acquire new business

Requirements:

  • IIQE Paper 1,3,5 holder
  • Degree holder
  • At least 3 years relevant experience in insurance or banking industry
  • Strong in customer selling
  • Good command in both Chinese and English
  • Proficiency in MS Office applications

Interested applicants please click “Apply Now” or send your full resume to Megan Tang.

Tel: 3990-0383

Email: megantang@recruitfirst.com.hk 

**Only shortlisted candidates will be contacted for a more detailed discussion**