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Financial Planner Manager
FWD Life Insurance Company (Bermuda) Limited

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

Financial Planner Manager - FWD Life Insurance Company (Bermuda) Limited

1

香港

24 四月, 2020

行业

保险

月薪

HKD 20,000 - 60,000

职位层级

中层

工作经验

3.0

受僱形式

全职

职位描述

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

公司简介

FWD spans Hong Kong, Macau, Thailand, Indonesia, the Philippines, Singapore, Vietnam and Japan. In Hong Kong, FWD offers life and medical insurance, general insurance, employee benefits, and financial planning. FWD is focused on creating fresh customer experiences, with easy-to-understand and relevant products, supported by digital technology. Through this customer-led approach, FWD aims to become a leading pan-Asian insurer that changes the way people feel about insurance.

赏金条件
完成首轮面试
举荐人赏金
港币 200
申请人赏金
港币 200
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