Insurance Specialist

6 days ago


hong kong, Hong Kong SAR China PERSOL Full time

Insurance Specialist (1 IS in branch/ support RM closing) Our client is a prominent and reputable bank in Hong Kong, looking for an Insurance Specialist. Strengthen relationships with current and potential clients to meet or exceed sales goals. Identify and develop new business opportunities within targeted market segments to deepen client relationships. Support branch relationship managers in managing customer portfolios and resolving client issues. Design and execute business plans and marketing strategies for wealth management initiatives. Build and expand a high-net-worth client base through tailored advice and exceptional service. Provide clients with regular financial reviews and customized recommendations. Meet or surpass sales targets for financial products across consumer banking segments. Degree holder with passes in IIQE Paper 1, 3, and 5. At least 2 years of relevant experience in the insurance or banking sectors, with a proven track record in financial planning. Excellent sales ability and relationship-building skills, particularly with branch staff and clients. Adaptable and flexible in a branch banking environment. Proficient in MS Office applications. Fluent in both written and spoken English and Chinese. If you are interested, APPLY NOW or share your resume with Fiona MAN at . Feel free to reach out for a friendly, confidential chat. PERSOL Hong Kong Limited: Employment Agency License No. 80860 #J-18808-Ljbffr



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