Senior Wealth Management Advisor (Insurance Specialist)
Full time
at Job Gallery Consultancy Limited
in
Hong Kong
Posted on May 8, 2024
Job details
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
- 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
Apply safely
To stay safe in your job search, information on common scams and to get free expert advice, we recommend that you visit SAFERjobs, a non-profit, joint industry and law enforcement organization working to combat job scams.
