Senior Wealth Management Advisor (Insurance Specialist) RBD

  • Central, Hong Kong
  • Permanent
  • Full-time
  • 12 days 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.Responsibilities:
  • Strong insurance product knowledge with insurance advisory experience is preferable
  • Close liaison with branches to prepare district insurance sales plans and sales activities
  • Closely review high net worth clients' portfolios by providing appropriate insurance solutions to enhance clients' experience
  • Implement professional and strategic planning to boost sales revenue in order to achieve insurance goals
  • Be a positive team member of wealth management sales team and build effective working relationship with branches other teams
  • Develop insurance sales capacity, sales coaching, training and sales advisory support
  • Ensure self and team acivities are complying with relevant legal and regulatory requirements
Requirements:
  • University degree level or above in related subjects
  • Qualifications in IIQE and insurance related license is required; CFA, CFP, FRM is preferable
  • At least 5 years related banking or insurance related field experience
  • Excellent communication and presentation skill
  • Possess rich insurance selling experience and strong influencing skill
  • Fluent in Cantonese, English and Good in Mandarin
Interested parties, please click "Apply Now" for application.Personal data collected will be used for recruitment purpose only.

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