Wealth Management Manager [Ref no: WMM-ALAI]

Job Responsibilities:

• Identify and fulfil customer needs by providing thorough financial need analysis;
• Assess the suitability of various insurance products and provide quality insurance consultation to retail bank’s customers;
• Facilitate customer acquisition for the segment of Mainland customers.

Job Requirements:

• Bachelor’s degree or above;
• At least 2 years of sales experience in insurance or banking industries and experience in handling Mainland customers is preferred;
• Sales and customer-oriented with good communication skills;
• Have a strong passion in developing in the field of insurance, passed in CFP education modules is an advantage;
• Passed in IIQE Paper 1, 2, 3 & 5 is a must;
• Proficiency in both written and spoken English, Chinese and Putonghua.

This position is subject to the Mandatory Reference Checking (MRC) Scheme, as mandated by the Hong Kong Monetary Authority (HKMA). You are required to give consent for the Bank to conduct reference checks with your previous employers, and offer of employment is conditional upon satisfactory MRC results. For more details, please visit The Hong Kong Association of Banks (HKAB)’s website at [https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2]. Additional information could be provided upon request.