Senior Wealth Management Advisor (Insurance Specialist) RBD

Responsibilities:

• Strong insurance product knowledge with insurance advisory experience is preferable
• Close liaison with branches to prepare district insurance sales plans and sales activities
• Closely review high net worth clients' portfolios by providing appropriate insurance solutions to enhance clients' experience
• Implement professional and strategic planning to boost sales revenue in order to achieve insurance goals
• Be a positive team member of wealth management sales team and build effective working relationship with branches other teams 
• Develop insurance sales capacity, sales coaching, training and sales advisory support
• Ensure self and team acivities are complying with relevant legal and regulatory requirements

Requirements:

• University degree level or above in related subjects
• Qualifications in IIQE and insurance related license is required; CFA, CFP, FRM is preferable
• At least 5 years related banking or insurance related field experience
• Excellent communication and presentation skill
• Possess rich insurance selling experience and strong influencing skill 
• Fluent in Cantonese, English and Good in Mandarin