Wealth Management Manager - Financial Specialist and Insurance Consultation

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.