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Recruit Ref: L0594747
Posting Date: 2024-12-04
First Shanghai Investments Ltd
First Shanghai Investments Ltd
Wealth Management Manager

Job Responsibilities

  • Explore new business opportunities and achieve sales target of Insurance products
  • Maintain good relationship with existing clients by offering high level of customer service  
  • Advise and provide customized wealth management solutions to meet individual client’s  need 
  • Build up close relationship and develop business with channel partners.
  • Provide product training to other frontline sales

Job Requirement

  • University graduate with at least 3 years working experience in Wealth Management preferably in insurance broker firm.
  • Insurance related license are required, including IIQE and MPF
  • Good knowledge in Insurance products
  • Customer oriented, proactive, tasks-oriented and self-motivated
  • Good presentation skill, communication skill and interpersonal skill
  • Fluency in written and spoken English and Chinese (Cantonese and Mandarin)
  • Candidates with less experiences will be considered as Wealth Management Specialist
  • Insurance Agents / Insurance Specialist or Relationship Manager from banks will be an advantage

Interest parties, please click"APPLY"

Summary
Industry:
Banking / Finance / Securities / Investments 
Job Position Level:
Middle 
Employment Term:
Full Time / Permanent 
Min. Edu. Level Req:
Bachelor 
Minimum QF Level attained:
-- 
Total Working Exp:
3 or above 
Salary(HKD):
$25,000 - $35,000 (Monthly)
Location:
Central & Western District
Benefits:
--
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