Senior Wealth Management Advisor (Insurance Specialist), RBD

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