Financial Planning Manager At Executive / Personal Assistant / Customer Service

Me2Works

On-site
Proactive relationship enhancement with clients
Develop and acquire new business opportunities
Assist relationship managers with portfolio issues
The Financial Planning Manager position at Me2Works involves conducting bancassurance sales at bank branches and enhancing client relationships to achieve business targets. The role requires experience in financial planning, strong relationship management skills, and relevant qualifications in the insurance or banking industry

Job Summary

  • You will be responsible for conducting bancassurance sales at bank branches to achieve assigned business plans.
  • The role involves developing new business and deepening relationships with high-net-worth clients in the identified market segment.
  • Candidates must have a degree and passes in IIQE Paper 1, 3, and 5 with a minimum of 3 years of relevant experience.

Matching Summary

Match Score: 85

The Financial Planning Manager position at Me2Works involves conducting bancassurance sales at bank branches and enhancing client relationships to achieve business targets. The role requires experience in financial planning, strong relationship management skills, and relevant qualifications in the insurance or banking industry.

Skills & Requirements

Must-have

  • Proactive relationship enhancement with clients
  • Develop and acquire new business opportunities
  • Assist relationship managers with portfolio issues
  • Implement wealth management marketing strategies
  • Provide tailor-made financial advice to clients

Nice-to-have

  • Strong time management and communication skills
  • Sound relationship building with branch staff
  • Flexible and adaptable working style
  • Proficiency in MS Office applications

Key Requirements

  • Degree holder with passes in IIQE Paper 1, 3, and 5
  • Minimum of 3 years relevant experience in insurance or banking
  • Good command of written and spoken English and Chinese
  • Mandatory Reference Checking Scheme compliance

Work Rights

Not specified

Tailored Resume

Cover Letter