Wealth Management Manager [Ref no: WMM-ALAI]

Job Responsibilities:

• Identify and fulfil customer needs by providing thorough financial need analysis;
• Assess the suitability of various insurance products and provide quality insurance consultation to retail bank’s customers;
• Facilitate customer acquisition for the segment of Mainland customers.

Job Requirements:

• Bachelor’s degree or above;
• At least 2 years of sales experience in insurance or banking industries and experience in handling Mainland customers is preferred;
• Sales and customer-oriented with good communication skills;
• Have a strong passion in developing in the field of insurance, passed in CFP education modules is an advantage;
• Passed in IIQE Paper 1, 2, 3 & 5 is a must;
• Proficiency in both written and spoken English, Chinese and Putonghua.