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Financial Planning Manager – Bancassurance Channel

Financial Planning Manager – Bancassurance Channel

Captar PartnersHong Kong
20 天前
职位描述

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

Ideal Candidate Profile

  • 5+ 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 .
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    Manager • Hong Kong