Hong Kong [Change Country] Hong Kong JobsHong Kong Banking / Finance Jobs Employers / Post Job
[ Log On ]

Financial Planning Consultant/ Wealth Management Manager

Company Confidential

  • Company Industries:Insurance/Pension Funding

Job Information

  • Post Date:2022-08-31
  • Career Level:Senior
  • Location:Kwun Tong
  • Yr(s) of Exp:5 years
  • Qualification:Degree
  • Employment Type:Full Time, Permanent, Contract
  • Job Function:Banking / Finance  Equities / Capital Markets  Sales  CS & Business Devpt  Sales - Sales
  • Benefits:Free shuttle bus, Life insurance, Medical insurance, Performance bonus, Work from home, Five-day work week, Flexible working hou

Job Description

 In this role, you will

  • monitor team sales growth, identify suitable recruits and provide updated training 
  • capture financial needs with prompt follow up on analytically driven leads
  • engage end to end customer service including needs identification, solution recommendations, application fulfillment, and follows up
  • manage individual insurance portfolio to ensure the highest rate of customer satisfaction and persistency
  • establish effective working relationships with other teams in order to ensure a consistent approach and application of outstanding service standard
  • build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing
  • Maintain high level of compliance guidelines and procedures

We are looking for:

  • University degree holder and Have a minimum of  5 years working experience, preferably in sales and finance, less experienced will be considered as Financial Planning Officer 
  • HKID holder 
  • Being ambitious in developing your own career with independence
  • Entrepreneurship, achievement orientation, initiative and customer services orientation
  • Excellent interpersonal, communications, presentation skills
  • Immediately available preferred 

We offer:

  • Excellent and fast track career path 
  • Comprehensive and professional on job training
  • Attractive package with month allowance, performance bonus and annual bonus 
  • Luxurious annual overseas conferences 
  • Group life and group medical 
  • Housing subsidy and preferred mortgage rate

Interested parties please call Ms Tracy AU at 92548810 for confidential conservation.

Company Info

We refined its market-leading role in financial protection and wealth management. Manulife’s portfolio of financial products includes life insurance, pensions, mutual funds, annuities, group benefits and MPF Services. Our more than 20,000 employees and thousands of distribution partners now serve millions of customers in 21 countries and territories around the world.

At Manulife, we are creating opportunities in our Financial Management teams for dynamic professionals to work with our expanding customer portfolio.

Apply
Position Company Location Update
Subscribe job alert by email:
Email marketing by Spread