WEALTH PLANNING MANAGER, RETAIL BANKING MULTIPLE OPENINGS recruitment
Our client is a prestigious commercial bank and one of the leading local banks. With steady growth in the Asia Pacific region, they are actively seeking talented candidates to join their winning team.
As a Wealth Planning Manager, your main focus is to promote investment-linked insurance products to fulfil customers’ financial needs. Key responsibility is to increase portfolio size by attracting new clients and growing existing client base. You will actively participate in the marketing and promotional activities for customer acquisition.
To be successful, you will be a degree holder with a minimum of 2 years retail banking experience dealing with both Insurance and Investment products. Qualifications in HKSI paper 1, 7 8 and IIQE paper 1, 2, 3 5 a must. You will also have strong knowledge in investment products, financial markets and economic trends. Proficiency in English, Cantonese and Mandarin is essential.
For further information, please contact Kelvin Cheung at kelvin.cheung@hays.com.hk or call +852 2521 1474 for a confidential discussion.