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