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.
Position | Company | Location | Update |
---|