Banking Insurance Specialist and Relationship Manager

Chasseur Pro Executive Consultant Limited

  • Hong Kong
  • Permanent
  • Full-time
  • 1 month ago
Qualifications & experience
  • 2 to 5 years' insurance sales experience - University degree in related discipline and IIQE 1 2 3 - Proficiency in English, Cantonese and Putonghua
Tasks & responsibilities
  • IS: Achieve the insurance sales targets by collaboration with assigned RMs/Branch and coaching RMs; Drive tactical programs on need based financial planning
  • RM: Promote investment, insurance and banking products for optimizing new business opportunities to HNW clients; Manage a Customer Portfolio and grow the AUM/non-fund income
Benefits
  • High Basic Salary with Attractive Quarterly Incentive - Fringe Benefits including Health Insurance, Staff Mortgage, Annual Leave, Maternity and Paternity Leave
Employer questionsYour application will include the following questions:
  • Which of the following statements best describes your right to work in Hong Kong?
  • Which of the following languages are you fluent in?
  • How many years' experience do you have in a wealth management?

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