Manager / Assistant Manager, Wealth Management (Insurance Product)

Job Description

• Identify customers' financial needs and provide professional financial planning analysis, advice and solution on wealth management
• Assist to explore new market and business opportunities, participate in business planning and development
• Maintain and manage good relationships with customers and to ensure customers have consistent and superior banking experience.
• Work and coordinate with different departments to implement and ensure smooth operation of wealth management department

Candidate Specification

• Bachelor degree or above in related discipline
• Passing IIQE Paper I, II, III licenses are MUST
• At least 5 years' relevant experience in insurance, banking or financial industry, preferably 3 or above years’ experience in Long term and General Insurance Business
• Good interpersonal and communication skills
• Good command of both verbal and written English and Chinese, fluency in Mandarin is a plus
• Interested in InsurTech

Job Offer:

• Personal development and growth opportunities.
• Continuous Learning Sponsorship, medical benefits.
• 5 day work week