Wealth Management Manager - FT Life
24 April, 2020
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
FTLife Insurance Company Limited is one of Hong Kong's most well-established life insurance companies and a wholly-owned subsidiary of NWS Holdings Limited. Capitalising on a heritage of professionalism and excellence in serving clients, FTLife seeks to become a leading insurance group in Asia.