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financial planning manager

financial planning manager

RecruitFirstWan Chai North, HK
19 days ago
Job description

Overview

Who you'll be working for

Recruit first

What requirements you'll need to be eligible

  • 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
  • Excellent time management and communication skills
  • Strong in customer selling and sound relationship building skills with branch staff
  • Flexible and adaptable working in bank branches environment

What you'll be doing on the job

  • Proactively enhance relationships with existing and prospective clients to achieve business targets
  • Develop and acquire new business to deepen business relationships with existing and potential clients in the identified market segment
  • Assist relationship manager of branch to manage their customer portfolio and help them to resolve their issues on customer portfolio
  • Developing and implementing business plans and marketing strategies with branch / district managers for wealth management of banking clients
  • Cultivate strong relationships with clients and broaden the high-net-worth client base
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    Manager • Wan Chai North, HK