Business Development Manager

Job level Middle
Education Bachelor Degree
Location
Within Hong Kong
Employment type Full Time
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Account / Relationship Management
Banking / Finance > Private Banking / Wealth Management
Insurance > Insurance Agent / Broker
Published On 24/01/2019

Responsibilities:

  • Build comprehensive financial plans, analyze financial data 
  • Monitor clients' accounts and determine if changes are needed to improve alignment of the account strategy to objectives and constraints 
  • Deepen client relationships by providing valuable advice and investment recommendations through constant communication and monitoring the outcomes 
  • Prepare and revise financial reports/plans for clients 
  • Collaborate with other financial planners/expertise on our team 
  • Generate new client opportunities through networking, referrals, and other sourcing strategies

Interested candidates please send your application with full resume by clicking All application will be treated in strict confidential and personal data collected will be used for recruitment purposes only.