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Senior Manager – Private Wealth Management – Insurance

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Insurance
Job Ref. SPGHK0222017164
Location Hong Kong
Date posted 2017-10-20

Our client – an international brokerage with solid network across Asia Pacific. They are looking for high calibers to join their team contribute their business growth of insurance business.

The incumbent will be reporting to team head directly.

 

Job Description:

  • Build and develop good working relations with private bankers to network with HNW customers
  • To identify and provide insurance / investment advisory and solutions
  • Work closely with insurance service providers to provide the most competitive products to tailored at specific customer’s needs
  • Provide training and support to private bankers from solicitation to final closing including the application process and ensure process is fully compliant with bank partners, service providers and regulatory requirements.
  • To report and feedback to the Senior Management and related stakeholders on market trends and analysis, customer needs and product development etc.

 

Job Requirements:

  • Bachelor degree or equivalent
  • Good command of written and spoken English and Chinese, proficiency in Mandarin is a MUST
  • At least 8 years of relevant working experience in the banking / life insurance / wealth management / financial services industry
  • Strong sales driven, excellent negotiation, interpersonal and relationship management skills
  • Positive, passionate and a good team player
  • Detail-minded with high level of accuracy
  • Superb command in MS Office applications including Excel, Word, PowerPoint, etc.

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