Financial Planning Manager

Responsibilities:

• Acquire and solicit new bancassurance business through different channels, such as cross-selling, referral, personal business connections, etc.
• Identify customers’ financial needs and cross-sell suitable bancassurance products to the customers.
• Provide feedback on all issues pertaining to marketing, product acceptance and other issues related to the bancassurance products.
• Provide quality and value-added service to customers in accordance with the Bank's service standards.
• Ensure all bancassurance selling activities are in compliance with bank’s guidelines.
• Conduct Due Diligence Checking and “KYC” process for customers.

 Requirements:

• Bachelor’s Degree or above in Business, Finance, Economics or related disciplines preferred
• Minimum of 3 years of relevant insurance selling experience
• Pass in IIQE papers 1, 2, 3 or equivalent
• Relevant Enhanced Competency Framework (ECF) qualification is preferable
• Strong knowledge of insurance products, market trends, competitive activities in general industries and with awareness of overseas markets
• Proven track record in marketing and selling insurance products
• Familiar with regulatory requirements for carrying out insurance business
• Good team player with strong service and customer orientation, self-motivated with good communication and interpersonal skills
• Proficient in both spoken and written Chinese (Mandarin and Cantonese) and English