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Wealth Management Manager [Ref no : WMM-ALAI]

Nanyang Commercial BankHong Kong

30 天前

职位描述

Job Responsibilities :

Identify and fulfil customer needs by providing thorough financial need analysis;
Assess the suitability of various insurance products and provide quality insurance consultation to retail bank’s customers;
Facilitate customer acquisition for the segment of Mainland customers.

Job Requirements :

Bachelor’s degree or above;

At least 2 years of sales experience in insurance or banking industries and experience in handling Mainland customers is preferred;

Sales and customer-oriented with good communication skills;

Have a strong passion in developing in the field of insurance, passed in CFP education modules is an advantage;

Passed in IIQE Paper 1, 2, 3 & 5 is a must;

Proficiency in both written and spoken English, Chinese and Putonghua.

Manager Wealth Management • Hong Kong