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Senior Wealth Management Advisor (Insurance Specialist), RBD

Posting Date:  Aug 3, 2022

Hong Kong, HK

Employment Status:  Permanent
Department:  Retail Banking & Wealth Management Department
Job Description: 

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 Requirement

  • 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