Insurance Specialist / Financial Planning Manager (Retail Banking, 30-45K)
Our clients are international bank and they are seeking for experienced Insurance Specialist / Financial Planning Manager to join their Retail banking teams.
- Work with relationship manager to conduct a thorough needs analysis to customers to determine a wealth management solutions
- Provide training and briefings on insurance markets, products & selling skills
- Provide daily/weekly/monthly management information report to keep management updated with business performance result.
- Provide training, sales coordination and professional advice to colleague and customers
- Degree holder with at least 3 year of retail banking RM or insurance experience
- HKSI Paper 1,7 & 8 or equivalent and IIQE Paper 1, 2, 3 & 5;
- Proactive and result oriented with strong selling skills;
- Fluent in Cantonese English and Mandarin;
Interested parties, please send your application with avaliablity, current and expected salary to firstname.lastname@example.org
All personal information is used for recruitment purpose only.
For details information, please visit our company website www.nesta.com.hk