Financial Planning Advisory Manager 財務策劃經理

• Implement business plans to lead team to achieve preset sales targets and objective.
• Generate new business for the company.
• Identify customers’ needs and match their needs with appropriate products and services.
• Provide high quality customer service and professional advise in the best interests of customers.
• Ensure sales are in compliance with the Company's policies, procedures and regulatory guidelines.
• Conduct the sales activities within the compliance and regulatory boundaries

• 執行業務計劃，帶領團隊實現預設的銷售目標和目標。
• 為公司創造新業務。
• 確定客戶的需求並將其需求與適當的產品和服務進行匹配。
• 為客戶的最大利益提供高質量的客戶服務和專業建議。
• 確保銷售符合公司的政策、程序和監管指南。

• Degree holder or above
• Hold IIQE Paper 1, 3,
• With IIQE Paper 4 and 5 would be an advantage.
• With banking, insurance or sales experience in retail banking, insurance or brokerage would be an advantage.

• 學士學位或以上
• 持有IIQE卷 1、3，
• 持有IIQE卷 4和5 將更有優勢。
• 持有銀行、保險經驗、銷售經驗更有優勢，(零售銀行、保險或經紀業務)。

CTgoodjobs