Financial Planning Manager ( Retail Banking)

Job level Middle
Work exp No work experience
Education Bachelor Degree
Location Hong Kong
Employment type Full Time
Industry Banking
Job function Banking / Finance > Account / Relationship Management
Banking / Finance > Retail Banking / Branch Banking
Published On 08/10/2016
ref. BBBH5801_58390

Our client, a leading Banking group, is looking for high -caliber person to join their fast growing and rewarding organization

About the role
Reporting to Branch Management, you will be responsible to conduct bancassurance sales at bank branches to achieve the assigned business plan on bancassurance business. You are required to develop and acquire new business to deepen business relationships with existing and potential clients in the identified market segment. Also, you need to assist relationship manage of branch to manage their customer portfolio and help them to resolve their issue on customer portfolio. You will develop and implement business plans and marketing strategies with branch/ district managers for wealth management of banking clients

About the person
To qualify, the successful individual must possess:
  • Degree holder with passes in IIQE Paper 1, 3 and 5
  • Minimum of 3 years relevant experience in insurance or banking industry, with proven track record in financial planning
  • Strong in customer selling and sound relationship building skills with branch staff
  • Flexible and adaptable working in bank branches environment
  • Proficiency in MS Office applications
  • Good command of both written and spoken English and Chinese

Please send your CV to or click apply now below

Click "Apply Now" to apply for this position or call Eva Ho at +852 3180 4926 for a confidential discussion. All information collected will be kept in strict confidence and will be used for recruitment purpose only.