Insurance Specialist / Wealth Planning Manager (26-50k)

Location: Hong Kong Island, Hong Kong
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: £26000.00 - £50000.00 per month
REF: AS00044191_1506672319

Reporting to directly to the Head of Sales team, you will be tasked with identifying and capturing insurance business opportunities with prompt follow up on analytically driven leads and customer referrals for Advance and Mass market segments. Providing specialist advice on appropriate insurance solutions to ensure the needs of Advance and Mass customers are well-fulfilled. In addition, you will be working closely with other teams within the Branch, and other relevant partners in order to ensure a consistent approach and application of outstanding service standard as well as managing individual insurance portfolio to ensure the highest rate of customer satisfaction


To qualify, candidates must possess:

  • Tertiary or university level education, preferably in finance, business or a related discipline
  • Solid experience in life insurance, preferably in Bancassurance Extensive wealth management and insurance product knowledge with the required Insurance licenses
  • Certified Financial Planner or Certified Financial Marketing Professional accreditation or other relevant qualification an advantage
  • Good level of verbal English and Cantonese, with Putonghua preferred Excellent communication, interpersonal and motivational skills
  • Self motivated, excellent interpersonal skills
  • Interested parties, please send your updated resume to Keith.Leung@ambition.com.hk (852) 3101 4369 or click APPLY NOW button quoting reference number KL 44191.
  • www.ambition.com.hk


Data provided is for recruitment purposes only.
*LI-BF