Senior Wealth Management Advisor (Insurance Specialist), RBD

  • Hong Kong
  • Permanent
  • Full-time
  • 20 hours ago
Industrial and Commercial Bank of China (Asia) Limited (“ICBC (Asia)”) is the flagship of overseas business of Industrial and Commercial Bank of China Limited (“ICBC”) – currently the largest commercial bank in China, and it is one of the domestic systemically important banks (D-SIBs) in Hong Kong. Currently, ICBC (Asia) has 52 retail outlets (including 27 “Elite Club” Wealth Management Centres) in Hong Kong. It is engaged in commercial banking, investment banking and other financial services, including those of securities, insurance and funds, with a focus on commercial and retail banking as well as global market business. Chinese Mercantile Bank and ICBC Asset Management (Global) Company Limited, two wholly-owned subsidiaries of ICBC (Asia), specialize in Renminbi services in mainland China and ICBC’s global asset management business respectively.Job Responsibilities
  • Close liaison with Branches for preparing the sales plans and sales activities
  • Review tactical and strategic plans for boosting sales revenue and achieve year end assigned target within regulatory framework
  • Develop insurance sales capacity, sales coaching, training and sales advisory support
  • Manage sales force with the aim to achieve sales target performance
  • Comply with Hong Kong regulatory framework related insurance ordinances and guidelines issued by the HKMA and SFC
  • Monitor high net worth clients’ portfolios to continue enhancement of customers’ experience
Job Requirements
  • University graduate
  • Qualifications in IIQAS and CFA, CFP, FRM is preferable
  • 5-7 years related banking or insurance related field experience
  • Excellent communication skill and presentation skill
  • Strong influencing skill and analytical skill
  • Fluent in Cantonese, English and Good in Mandarin
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