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Financial Planning Manager (Banking)

Talent Axis Management Consulting Group Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2017-10-16
  • Career Level:Entry Level
  • Location:Not Specified
  • Salary:Salary negotiable
  • Employment Type:Full Time
  • Job Function:Investment  Financial Services  Others  

Job Description

Our client, a well-established bank, is now seeking an experienced candidate to join their team.

 

Responsibilities:

  • Work closely with Relationship Manager in achieving assigned business target and customer servicing.
  • Act as an insurance specialist in branch and provide professional support in insurance products distribution and servicing. Provide consultative insurance service to customers and offer solution to meet their needs.
  • Perform sales-related duties as deemed appropriate & related to core duties performance.
  • Achieve sales target and business KPIs.
  • Meet service quality, compliance, operational excellence and any other standards defined in the bank.

 

Requirements:

  • Degree holder is preferred.  Lower academic qualification will be considered if the candidate possess track record on insurance selling.
  • Possess IIQAS for selling insurance products.
  • Minimum 1 year of insurance selling experience in banking industry or 2 years of insurance selling experience.
  • Familiar with retail banking practices and products.
  • Strong sales drive with good interpersonal and communication skills.
  • Good command of written and spoken English and Chinese (including Putonghua). 

 

Interested candidates please forward your resume (in MS Word format) together with current and expected salary details by clicking the Apply Now button.

Company Info

We are expert in Talent Management solutions. Headquartered in Hong Kong, Talent Axis is a specialized recruitment firm providing service to financial institutes, commercial & industrial sectors, as well as IT & T, dealing in permanent positions, contract roles and temporary assignments.

Employment Agency Licence No.68188

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