Wealth Management Manager

Job Responsibilities

• Explore new business opportunities and achieve sales target of Insurance products
• Maintain good relationship with existing clients by offering high level of customer service
• Advise and provide customized wealth management solutions to meet individual client’s  need
• Build up close relationship and develop business with channel partners.
• Provide product training to other frontline sales

Job Requirement

• University graduate with at least 3 years working experience in Wealth Management preferably in insurance broker firm.
• Insurance related license are required, including IIQE and MPF
• Good knowledge in Insurance products
• Customer oriented, proactive, tasks-oriented and self-motivated
• Good presentation skill, communication skill and interpersonal skill
• Fluency in written and spoken English and Chinese (Cantonese and Mandarin)
• Candidates with less experiences will be considered as Wealth Management Specialist
• Insurance Agents / Insurance Specialist or Relationship Manager from banks will be an advantage

Interest parties, please click"APPLY"