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Bancassurance / Financial Planning Manager (Retail Banking) Welcome Insurance Agency

Don Nelson Recruitment Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2018-04-21
  • Career Level:Middle
  • Location:Not Specified
  • Salary:HK$17,000 - 25,000 /month (negotiable)
  • Employment Type:Full Time, Permanent
  • Job Function:Retail Banking  Wealth Management  

Job Description

Responsibilities :

• To promote insurance products at branches and maximize the bancassurance business
• Assist relationship manager in Branch to manage and review their customer portfolio, provide insurance planning services and advices to their customers
• Enhance relationship with existing customers and broaden the customers base
• Comply with bank policies and procedures


Requirements :

• Degree holder with passes in IIQE Paper 1, 3 and 5
• Minimum of 3 years solid experience in selling insurance products in banking or insurance industry
• Sound knowledge of insurance products and services
• Strong in customer selling, good communication and interpersonal skills
• Good command of written and spoken English and Chinese, Putonghua a plus


Company Info

Don Nelson is an unique, fast growing and awarded recruitment services provider. We connected with hundreds of Multinational and Public Listed companies throughout the Asia Pacific.

Our subsidiary, Nelson Solutions, offers a broad range of services to our clients, ranging from mass recruitment projects, secondment & payroll services to Temporary & Contract projects. We place great emphasis on a fast and accurate response for both of our clients and candidates.

Please visit our website: www.donnelson.com.hk 

or you can submit your resume to: [email protected] 

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