Wealth Management Relationship Manager 財富管理客戶經理

Job Responsibilities:

• Build and maintain strong partnerships with prospective clients to drive business expansion and meet assigned sales targets.
• Conduct regular client meetings to evaluate their Financial needs, understand their risk profiles, and identify cross-selling or upselling opportunities.
• Offer expert advice and guidance on insurance/ Financial products, coverage options, and risk management strategies.
• Prepare and present comprehensive insurance proposals, including policy terms, coverage details, and premium calculations, tailored to clients' specific requirements.
• Stay informed about industry trends, regulatory changes, and new insurance products to provide clients with the most relevant and up-to-date information.
• Achieve and surpass assigned sales targets, revenue objectives, and client retention metrics.

職位介紹：

• 建立和維護與潛在客戶的緊密關係,推動業務增長,實現分配的銷售目標。
• 定期與客戶會面,評估他們的金融需求,了解他們的風險狀況,並發掘交叉銷售或升級銷售的機會。
• 提供專業建議和指導,涵蓋保險/ 金融產品、承保範圍選擇以及風險管理策略。
• 準備和提呈全面的保險建議書,包括保單條款、承保細節和保費計算,以切合客戶的具體需求。
• 密切關注行業趨勢、監管變化和新的保險產品,為客戶提供最相關和最新的資訊。
• 實現並超越分配的銷售目標、收益目標和客戶保留指標。

Requirement:

• Hold IIQE Paper 1, 3.
• With IIQE Paper 4, 5 would be an advantage.
• Degree Holder
• At least 2 years of experience in the Financial industry .
• Strong interpersonal, communication and problem solving skills
• Excellent working attitude and willing to learn
• Proficient in written and spoken English and Chinese, fluency in Mandarin is preferable

工作要求：

• 持有IIQE Paper 1、3資格證書。
• 具有IIQE Paper 4、5資格證書將是優勢。
• 擁有學位學歷。
• 具有至少2年金融行業。
• 工作態度積極主動,願意學習。
• 精通英文和中文(特別是普通話)的書面及口語表達能力