Relationship Manager, Insurance Brokerage – MCV (Mainland China Visitors)

• Serving customers of the financial consultant team.
• Approach potential customers, develop business, and provide quality financial advisory services to existing customers.
• Conduct financial needs analysis to understand customers’ financial status, identify customers’ financial needs and goals, and develop financial plans for customers in different life stages.
• Recommend and present financial planning solutions to customers (e.g., insurance planning, risk management, education planning, wealth management, retirement planning).
• Establish and develop long-term relationships with customers by assisting them in establishing financial goals and executing financial plans.
• Conduct ongoing communication and regular policy reviews with customers to help them keep up-to-date on their financial needs.
• Keep abreast of the latest knowledge and developments in industry regulations, professional practices, and financial products.

• 為理財顧問團隊的客戶提供服務。
• 接觸潛在客戶，開發業務，並為現有客戶提供優質的財務顧問服務。
• 進行財務需要分析，瞭解客戶的財務狀況，識別其財務需求與目標，並為處於不同人生階段的客戶制定財務規劃。
• 向客戶推薦並闡述財務規劃解決方案（例如：保險計劃、風險管理、教育規劃、財富管理、退休規劃）。
• 通過協助客戶設定財務目標並執行財務計劃，建立並發展與客戶的長期關係。
• 與客戶保持溝通並定期進行計劃檢視，幫助客戶及時瞭解財務需求。
• 密切關注法規、專業實踐及金融產品的最新知識和發展動態。

• University degree (preferably in Business, Finance, or related disciplines) with relevant work experience.
• Strong potential PRC customer network and proven track record in developing customer base.
• Possess practical knowledge of financial planning.
• Good communication and interpersonal skills
• Self-motivated, result-oriented, endeavor to succeed in the financial services industry.
• Professional selling and presentation skill, proficient in Putonghua.

• 大學學歷（商科、金融或相關專業優先），具備相關工作經驗。
• 擁有龐大的內地潛在客戶網絡，且有成功拓展客戶群的良好記錄。
• 具備務實的理財規劃經驗。
• 良好人際溝通技巧及表達能力。
• 積極主動，以結果為目標，有成功的決心。
• 熟練專業的銷售和簡報技巧，能說標準流利的普通話。

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