JobsRnR
Financial Planner Manager
富衛人壽保險(百慕達)有限公司

http://www.fwd.com.hk/tc/

Financial Planner Manager - 富衛人壽保險(百慕達)有限公司

1

香港

24 April, 2020

行業

保險

月薪

HKD 20,000 - 60,000

職位層級

中層

工作經驗

3.0

受僱形式

全職

職位簡介

Job Responsibilities: Proactively enhance relationships with existing and prospective clients to achieve business targets Develop and acquire new business to deepen business relationships with existing and potential clients in the identified market segment Assist relationship manager of branch to manage their customer portfolio and help them to resolve their issues on customer portfolio Developing and implementing business plans and marketing strategies with branch/district managers for wealth management of banking clients Cultivate strong relationships with clients and broaden the high-net-worth client base Provide tailor-made advices and reviews to clients on a regular basis and post-sales services to clients Meet sales target on financial products for customers of consumer banking level etc. To meet the challenge, you should have the following qualifications and attributes: Degree holder with passes in IIQE Paper 1, 3 and 5 Minimum of 3 years relevant experience in insurance or banking industry, with proven track record in financial planning Excellent time management and communication skills Strong in customer selling and sound relationship building skills with branch staff Flexible and adaptable working in bank branches environment Proficiency in MS Office applications Good command of both written and spoken English and Chinese

公司簡介

富衛業務遍佈香港、澳門、泰國、印尼、菲律賓、新加坡、越南及日本。在香港,富衛提供人壽及醫療保險、一般保險、僱員福利、及財務策劃。 富衛專注為客戶創造嶄新體驗,利用數碼科技,提供簡單、易明和貼心的產品。富衛秉持以客為先的服務理念及方針,矢志成為泛亞洲區領先的保險公司,創造保險新體驗。

賞金條件
完成首輪面試
舉薦人賞金
港幣 200
申請人賞金
港幣 200
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