Assistant Manager/manager , Wealth Management (insurance Business) At Insurance

Me2Works

Competitive pyckage; not specified; not specified
On-site
Proactively develop and maintain client relationships
Complete insurance sales tasks using diversified tools
Advise on cross-border planning and tax compliance
Me2Works is seeking an Assistant Manager/Manager for their Wealth Management division, focusing on insurance business development and client relationship management, particularly for Mandarin-speaking high-net-worth clients. The ideal candidate should possess relevant insurance qualifications and experience, along with a self-driven mindset and client resources

Job Summary

  • The role involves proactively developing and maintaining client relationships while completing insurance sales tasks.
  • Candidates will use diversified tools including HK insurance and overseas funds to create portfolio solutions for high-net-worth clients.
  • The position offers the opportunity to recruit high-potential financial planners and build a professional team.

Matching Summary

Match Score: 85

Me2Works is seeking an Assistant Manager/Manager for their Wealth Management division, focusing on insurance business development and client relationship management, particularly for Mandarin-speaking high-net-worth clients. The ideal candidate should possess relevant insurance qualifications and experience, along with a self-driven mindset and client resources.

Salary

Competitive package; Not specified; Not specified

Skills & Requirements

Must-have

  • Proactively develop and maintain client relationships
  • Complete insurance sales tasks using diversified tools
  • Advise on cross-border planning and tax compliance

Nice-to-have

  • Self-employed mindset with existing client resources
  • Strong market expansion capabilities
  • Experience in retail banking or brokerage

Key Requirements

  • Hold IIQE Paper 1, 3
  • Banking, insurance or sales experience preferred
  • Self-employed mindset required

Work Rights

Not specified

Tailored Resume

Cover Letter