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Senior Wealth Management Advisor (Insurance Specialist), RBD

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Senior Wealth Management Advisor (Insurance Specialist), RBD

Industrial and Commercial Bank of China (Asia) Limited
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Job Highlights

  • University graduate
  • Strong influencing skill and analytical skill
  • Fluent in Cantonese, English and Good in Mandarin

Job Responsibilities:

  • Close liaison with Branches for preparing the sales plans and sales activities

  • Review tactical and strategic plans for boosting sales revenue and achieve year end assigned target within regulatory framework

  • Develop insurance sales capacity, sales coaching, training and sales advisory support

  • Manage sales force with the aim to achieve sales target performance

  • Comply with Hong Kong regulatory framework related insurance ordinances and guidelines issued by the HKMA and SFC

  • Monitor high net worth clients’ portfolios to continue enhancement of customers’ experience

Job Requirements:

  • University graduate

  • Qualifications in IIQAS and CFA, CFP, FRM is preferable

  • 5-7 years related banking or insurance related field experience

  • Excellent communication skill and presentation skill

  • Strong influencing skill and analytical skill

  • Fluent in Cantonese, English and Good in Mandarin

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More Information

SalaryN/A (Search your salary info in SalaryCheck)
Job Function
Location
  • Central and Western District
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
Experience
  • 5 years - 7 years
Education
  • Degree

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