你所在的国家不提供此工作机会。
Product Specialist (Private Insurance Advisor) - Wealth Management Department
CMB International Capital Corporation LimitedHong Kong10 天前
职位描述Work experience : More than 3 years of insurance related industry experience; Bancassurance sales and its related experience is preferred; Familiarity with high-end private insurance business is preferred Education : Bachelor degree or above in business major, Licensed in Insurance business in Hong Kong (Paper 1 and Paper 3) is required Decency, integrity, professionalism, aspiration, high responsibility and teamwork skills are required Also requires positive thinking and optimistism, strong coordination ability, goodmunication skills, and preferably strong Mandarin speaking and writing ability. The Candidate should be familiar with the Chinese mainland market and fluent in Chinese and English
Responsibilities
- Provideprehensive solutions, client consulting and sales support to the wealth management relationship managers;
- Provide targeted and routine teach-in sessions and product reviews to the regional relationship managers and responsible personnels based on work needs;
- Assist the domestic branches in the delivery of insurance policies and other documents, follow up on the handover registration, and finish the delivery in a timely manner required by the selling process;
- Support the relationship manager to plan and implement of the sales strategy for the designated branches within the region, and assist the relationship manager to improve on the related sales skills;
- Support relationship managers on the follow up customer services such as fee renewals and service preservation;
- Support the relationship manager to ensure the running of daily tasks, respond timely on various situations, and assist the product manager to analyze and solve the problems;
Job Requirements :
为此搜索创建职位提醒
Product Specialist • Hong Kong
相关职位
%20Limited)
%20Limited)
%20Limited)
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate, Hong Kong
Goldman Sachs, Inc.Hong Kong Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate, Hong Kong.Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong...展示更多最后更新时间： 17天前
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate, Hong Kong
Goldman SachsHong Kong, Hong Kong Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong.As a Wealth Management Professional, your responsibilities include : -Serve as the liaison for clients...展示更多最后更新时间： 17天前
Specialist, Business Legal, Private Banking and Wealth Management
DBS Bank (Hong Kong) LimitedHong Kong Provide overall legal support to Private Banking ("PB") & Consumer Banking Group ("CBG") including but not limited to : manage legal risks arising from the activities and operations undertaken by PB...展示更多最后更新时间： 17天前
Portfolio Advisor
Wellington Management Company, LLPHong Kong, Hong Kong Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative cul...展示更多最后更新时间： 17天前
Insurance Advisor
InchcapeHong Kong, Hong Kong Handle customer enquiries of motor insurance.Process and approve motor insurance applications.Follow up motor insurance renewal invitations.
Sales of motor insurance products.Holder of IIQE I&II is ...展示更多最后更新时间： 17天前
Insurance Specialist (HK based) - Wealth & Personal Banking
Be Myjob Company LimitedHong Kong Work closely with branch sales management and sales staff on their wealth business planning to achieve business goals.Conduct pre-case study and engage in joint servicing / sales calls proactively ...展示更多最后更新时间： 12天前
Mobile Insurance Specialist - Wealth & Personal Banking
HSBCHong Kong Some careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.
Whether you want a career that could take ...展示更多上次更新时间：30 天前
Alternative Investment Specialist - Alts. Investment Firm
Selby JenningsHong Kong Develop and execute sales strategies to promote alternative investment products to high-net-worth clients.Build and maintain strong relationships with wealth managers, financial advisor, institutio...展示更多最后更新时间： 8天前
Wealth Planning Specialist (Insurance Product), Wealth Management
CITIC CLSAHong Kong Provide wealth planning solutions, primarily using insurance / trust products, to high net worth and corporate clients for estate planning, succession planning, and asset protection.Act as an expert ...展示更多最后更新时间： 10天前
Wealth Management Team Leader
Gopher Asset Management 歌斐資產Hong Kong Manage the RM team in Hong Kong, leading the team to achieve various performance goals set by thepany;.Participate in supporting team building, mentoring new members, and daily team management, inc...展示更多最后更新时间： 2天前
Wealth Management, Client Advisor, Hong Kong Team, Managing Director
JPMorgan Chase & Co.Hong Kong Support and manage all aspects of client relationships across the team; develop and maintain long-term relationships through professional / personal networks and contacts.
Operate in both banker and i...展示更多最后更新时间： 17天前
Manager / Assistant Manager, Wealth Management (Insurance Product)
Airstar Bank LimitedHong Kong To identify customers' financial needs and provide professional financial planning analysis, advice and solution on wealth management.
Maintain and manage good relationships with customers and to en...展示更多上次更新时间：30 天前
Wealth Management-Operation Specialist
CICCHong Kong Review operating procedures to ensurepliance with internal guidelines and relevant regulations, make constructive and practical suggestions to enhance operational workflow and reduce operational ri...展示更多最后更新时间： 17天前
IT Senior Business Analyst (Private Wealth Management System)
Michael PageHong Kong Support Product Owners in creating solutions for Client Portfolio Accounting.Responsibilities include defining project scope, performing business analysis, enhancing systems, and managing projects ...展示更多上次更新时间：30 天前
Wealth Management Sales
Morgan McKinleyHong Kong Strategic planning for business development.Bring in new pool of clients and maintain good relationships with exisiting HNW clients.
Understand clients' needs in wealth planning and manage well thei...展示更多最后更新时间： 17天前
Relationship Manager, Wealth Management
Bank Of China (Hong Kong) LimitedHong Kong Champion the one-stop personal banking services at branches.Explore and develop long-term banking relationships with customers.
Identify existing and prospective customers' needs of financial servic...展示更多最后更新时间： 11天前
Private Wealth Management Manager
Futu Securities International (Hong Kong) LimitedHong Kong Building tight relationship with VIP clients toplete team AUM and revenue target.Work closely with IA and product team and provide investment portfolio analysis and advices to the clients according...展示更多最后更新时间： 13天前