Senior Officer / Assistant Manager , Wealth Management (Insurance Business)

Job Description：

• Proactively develop and maintain client relationships, complete insurance sales tasks.

• Use diversified tools (HK insurance, overseas funds) to create portfolio solutions.

• Maintain HNW clients in Greater China/overseas, advise on cross-border planning, tax compliance (CRS/FATCA).

• Develop China market, provide offshore wealth management for Mandarin-speaking clients.

• Recruit high-potential financial planners, build your own team.

崗位職責：

• 開發客戶：開發並維護客戶，有自驅力地完成保險銷售工作；

• 全球化配置：針對客戶需求，靈活運用香港保險、海内外公募/私募等多元化工具進行組合配置；

• 高淨值客群CRM管理：維護大中華區及海外高淨值客戶，提供關於資產跨境規劃，未来可能为其提供稅務合規（CRS/FATCA）、子女教育與身份規劃的專業建議；

• 開拓中國市場：為普通話客戶提供離岸財富管理服務；

• 團隊招募與管理：招募高潛力理財規劃師，組建並管理自己的專業團隊。

Job Requirements:

• Hold IIQE Paper 1, 3

• With banking, insurance or sales experience in retail banking, insurance or brokerage would be an advantage

• Self-employed mindset with existing client resources preferred

職位要求：

• 持有IIQE卷1,2,3

• 具備銀行、保險或銷售經驗（零售銀行、保險或經紀業務）者優先

• 具備從“受雇”向“自雇”轉型的心態，擁有成熟的存量客戶資源及強大的市場拓展能力優先