Wealth Management Manager - Financial Specialist and Insurance Consultation
Job level | Entry |
---|---|
Education | Bachelor Degree |
Location |
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 | 20/11/2019 |
Tags |
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.
cpjobs.com - Wealth Management Manager - Financial Specialist and Insurance Consultation - is a part of Banking / Finance, Others, Sales / Business Development / Customer Service, Insurance / Pension Funding (MPF), in Hong Kong, placed by AIA Hong Kong and Macau
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