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Senior Wealth Management Advisor (Insurance Specialist), RBD

Job Information

  • Post Date:2024-08-06
  • Location:Central
  • Employment Type:Full time
  • Others:Investment Consultant
    Retail Banking
    Investment and Insurance
  • Job Function:Banking  Business  

Job Description

Job Responsibilities

  • Close liaison with Branches for preparing the sales plans and sales activities
  • Review tactical and strategic plans for boosting sales revenue and achieve year end assigned target within regulatory framework
  • Develop insurance sales capacity, sales coaching, training and sales advisory support
  • Manage sales force with the aim to achieve sales target performance
  • Comply with Hong Kong regulatory framework related insurance ordinances and guidelines issued by the HKMA and SFC
  • Monitor high net worth clients’ portfolios to continue enhancement of customers’ experience

Job Requirement

  • University graduate
  • Qualifications in IIQAS and CFA, CFP, FRM is preferable
  • 5-7 years related banking or insurance related field experience
  • Excellent communication skill and presentation skill
  • Strong influencing skill and analytical skill
  • Fluent in Cantonese, English and Good in Mandarin

Company Info

Industrial and Commercial Bank of China (Asia) Limited

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