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financial planning manager
RecruitFirstWan Chai North, HK19 days ago
Job descriptionProactively 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
Overview
Who you'll be working for
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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
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Manager • Wan Chai North, HK