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Open nowFirst seen 45 hours ago

Financial Planning Manager (Insurance for Bank)

HR Plus (Talent) Limited326 open roles

Where
Hong Kong, Hong Kong SAR, Hong Kong
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Your applicationOpen nowFinancial Planning Manager (Insurance for Bank)HR Plus (Talent) Limited · Hong Kong, Hong Kong SAR, Hong Kong

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on HR Plus (Talent) Limited's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.9% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.2%1 day
  2. 4.7%3 days
  3. 13.9%7 days
  4. 22.4%14 days
  5. 38.1%30 days
  6. 59.0%60 days
This job: first seen 45 hours ago

The posting

Company Overview:

A reputable Hong Kong banking institution offering retail banking, wealth management, and lending services, committed to delivering excellent customer experiences and career development opportunities.

Reporting to the Branch Management, you will be responsible to conduct bancassurance sales at bank branches to achieve the assigned business plan on bancassurance business.

Job Responsibilities:

  • Proactively enhance relationships with existing and prospective clients to achieve business targets
  • Develop and acquire new business to deepen business relationships with existing and potential clients in the identified market segment
  • Assist relationship manager of branch to manage their customer portfolio and help them to resolve their issues on customer portfolio
  • Developing and implementing business plans and marketing strategies with branch/district managers for wealth management of banking clients
  • Cultivate strong relationships with clients and broaden the high-net-worth client base
  • Provide tailor-made advices and reviews to clients on a regular basis and post-sales services to clients
  • Meet sales target on financial products for customers of consumer banking level etc.

Requirements:

  • Degree holder with passes in IIQE Paper 1, 3 and 5
  • Minimum of 3 years relevant experience in insurance or banking industry, with proven track record in financial planning
  • Excellent time management and communication skills
  • Strong in customer selling and sound relationship building skills with branch staff
  • Flexible and adaptable working in bank branches environment
  • Proficiency in MS Office applications
  • Good command of both written and spoken English and Chinese

HR Plus (Talent)Limited is a licensed employment agency in Hong Kong - EA Licence No: 84352.

Personal data collected will treated in strict confidential in accordance with the HKSAR's Personal Data (Privacy) Ordinance and for the recruitment-related purposes only.

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3×

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