Financial Planning Manager

7 months ago


Hong Kong, Hong Kong SAR China Fubon Bank Full time

Main Content

Financial Planning Manager, Offshore Banking

Financial Planning Manager, Offshore Banking
Responsibilities:

Strictly adhere Bank Culture and promote the Bank's corporate & community image Promote a wide range of financial services with focus on long term insurance products. Achieve financial goal through selling of life insurance products Provide sales support in life insurance and conduct coaching to sales staff in sales channel (either onshore or offshore) Implement "one-stop financial solution" to target customers Plan, implement and monitor promotion programs and seminars Comply with the internal guidelines and external regulatory requirements Provide quality service to customers

Requirements:

University graduate or above 3-5 years' relevant experience Strong self-motivation with outgoing personality and ability to work independently Pass in IIQE and fulfillment of the competency requirements to carry out relevant regulated activities (Types 1 & 4) as defined under the SFO ARWP or CRWP is preferred In-depth knowledge in insurance Proficiency in both English and Chinese. Fluent in Mandarin is preferred Good team player

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