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Financial Planning Manager – Bancassurance Channel
Captar PartnersHong Kong21 days ago
Job description5+ years of experience in bancassurance, insurance sales, or wealth management , preferably within a bank. Proven track record in meeting / exceeding sales targets for insurance products. Strong knowledge of life insurance and wealth planning . Certified Financial Planner (CFP), ChFC, or equivalent licenses preferred. Excellent communication, presentation, and negotiation skills . Ability to work in a target-driven, fast-paced banking environment .
Location : Hong Kong
Employment Type : Full-time
My client is a well-established financial institution with a strong reputation for excellence in retail and private banking. As part of their commitment to providing holistic financial solutions, they are expanding their Bancassurance team to help clients achieve their wealth protection and growth goals.
We are seeking a dynamic Financial Planning Manager to drive insurance sales and financial advisory services through my client’s bancassurance channel . You will work closely with branch teams and high-net-worth clients to provide tailored risk and wealth management solutions.
Key Responsibilities
- Develop and execute sales strategies to promote bancassurance products (life, health, investment-linked policies)
- Collaborate with branch staff to identify and refer potential clients for insurance solutions
- Conduct financial needs analysis for customers and recommend suitable insurance products
- Achieve and exceed sales targets while ensuring compliance with regulatory standards
- Build long-term client relationships through trusted advisory and exceptional service
- Stay updated on market trends, competitor products, and regulatory changes in bancassurance
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Manager • Hong Kong