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Wealth Planning Advisor (Insurance focused) (Ref. no.: WPAI/CB/JDB)

China Construction Bank (Asia) Corporation Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2019-04-16
  • Career Level:Middle
  • Location:Not Specified
  • Yr(s) of Exp:5 years
  • Qualification:Degree
  • Salary:Salary negotiable
  • Employment Type:Full Time, Permanent
  • Others:Full Time, Permanent
  • Job Function:Retail Banking  Others  Wealth Management  

Job Description

Principal Responsibilities:

  • Drive sales activities to assist branches in delivering their insurance business
  • Act as point of contact for all branches on insurance enquiries related to life, medical, A&H products
  • Perform joint call with relationship managers to review client portfolio and present insurance ideas to clients
  • Provide backup and support in business activities, i.e. seminars and promotion programs so to achieve insurance sales target
  • Constant update of product knowledge on insurance products to all branches
  • Provide training and coaching to frontline associates
  • Perform portfolio review and formulate insurance strategy for high networth clients. Able to offer tailored insurance planning advice and develop insurance proposal for sophisticated clients
  • Liaise with relevant internal departments on compliance, marketing, operations and systems issues

Requirements: 

  • University graduate with at least 5 years relevant sales experience in insurance products
  • Insurance qualifications with IIQE and MPF license
  • Good command of written and spoken English, Cantonese and Putongua
  • Sales oriented personality, good interpersonal skill and customer orientation. Strong selling and negotiation skills
  • Proficient in MS office applications 

To apply, please send your detailed resume stating present and expected salary to one of the following channels:-

  • By Email
  • By Fax: 3718 2910

Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.

All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank's personal data policies, a copy of which will be provided upon request. 

Company Info

China Construction Bank (Asia) Corporation Limited [“CCB (Asia)”] is the retail and commercial business platform of China Construction Bank Corporation [“CCB”] in Hong Kong. As of June 30, 2017, CCB (Asia) has 50 branches in Hong Kong and offers a wide array of banking products and services to customers, including consumer banking services, commercial banking services, corporate banking services, private banking services and cross-border financial services, etc.

We’re inviting high caliber professionals to share our vision and mark our success together.

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