Wealth Management Manager - Financial Consultant and Insurance Specialist

Job level Entry
Education Bachelor Degree
Not Specified
Employment type Permanent
Industry Insurance / Pension Funding (MPF)
Job function Banking / Finance > Account / Relationship Management
Others > Graduate Trainee
Sales / Business Development / Customer Service > Account Servicing
Published On 01/02/2020


The Job:

  • Provide professional wealth management and insurance services to customer through conducting meeting with customers  
  • Analyze customer's personal financial situation and identify their needs; and recommends wealth management and insurance products to best suit their needs 
  • Work closely with unit manager to optimize the sales result
  • Provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base 
  • Comply with the guidelines on all sales process


The Person:

  • Degree holder with 1-year work experience from any full time / part time / internship job
  • Fluent speaking skills of either cantonese / mandarin
  • Good communication and interpersonal skills
  • Extensive knowledge on insurance products and services, knowledge on critical illness and medical plan is definitely an advantage
  • Passed in IIQE Paper 1, 3 & 5 ( whereas Paper 2 & 4 are optional ) is definitely an advange but not a must


We offer excellent learning & development opportunities and competitive package ( allowance, commissions, bonus, travel award, overseas convention, etc. ) to the right candidate.


The personal data collected is strictly confidential and will only be used for recruitment purposes and will not be forwarded to unauthorized third parties.