Financial Planning Manager At Banking / Finance

Me2Works

On-site
Proactive client relationship enhancement
Develop and acquire new business
Manage customer portfolio issues
Me2Works is seeking a Financial Planning Manager for bancassurance sales at Dah Sing Bank branches, focusing on enhancing client relationships and achieving business targets. The ideal candidate should have relevant experience in the insurance or banking industry, strong communication skills, and a proven track record in financial planning

Job Summary

  • You will be responsible for conducting bancassurance sales at bank branches to achieve assigned business plans.
  • The role involves developing and acquiring new business while assisting relationship managers in managing customer portfolios.
  • Candidates must provide tailor-made financial advice and reviews to clients along with post-sales services.

Matching Summary

Match Score: 85

Me2Works is seeking a Financial Planning Manager for bancassurance sales at Dah Sing Bank branches, focusing on enhancing client relationships and achieving business targets. The ideal candidate should have relevant experience in the insurance or banking industry, strong communication skills, and a proven track record in financial planning.

Skills & Requirements

Must-have

  • Proactive client relationship enhancement
  • Develop and acquire new business
  • Manage customer portfolio issues
  • Implement business plans and marketing strategies
  • Provide tailor-made financial advice

Nice-to-have

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

Key Requirements

  • Degree holder
  • IIQE Paper 1, 3 and 5 passes
  • Minimum 3 years relevant experience
  • Proven track record in financial planning
  • Mandatory Reference Checking Scheme compliance

Work Rights

Not specified

Tailored Resume

Cover Letter