Bancassurance & Wealth Planning Manager

A well-known bank in Asia is seeking a Financial Planning Manager to join its Consumer Banking Group & Wealth Management team. The role involves acquiring new bancassurance business and identifying customer financial needs through effective analysis. Candidates should possess a degree in Business or Finance and at least 3 years of relevant experience in...

A leading financial institution in Hong Kong is seeking a Financial Planning Manager (Insurance Specialist) to enhance client relationships and drive bancassurance sales. You will play a key role in achieving strategic goals in wealth management and provide tailor-made advice to clients. The ideal candidate requires at least 3 years of insurance sales...

A financial services firm in Hong Kong is looking for a professional to conduct bancassurance sales at bank branches. The ideal candidate will implement business plans and work closely with branch managers while building solid relationships with customers. Qualified applicants should possess a degree and have at least 3 years of experience in the insurance...

An International Insurance Company, providing one-stop risk- and wealth-management services with her scope of business ranges from insurance, investment, and retirement to MPF. To cope with her business expansion, they are looking for result-driven and highly motivated Bancassurance Professional to join their Team. Responsibilities: Prepare sales and...

A financial institution in Hong Kong seeks a candidate to acquire and solicit new bancassurance business through various channels. The role involves identifying financial needs, providing customer service, and ensuring compliance with banking guidelines. Candidates should possess a Bachelor's degree, at least 3 years of insurance selling experience, and...

A major banking institution in Hong Kong is seeking a full-time Insurance Specialist to achieve sales targets and provide professional wealth management services. The ideal candidate should have at least a degree in Banking or Finance, along with two years of experience, including one year in bancassurance. Proficiency in Cantonese, Mandarin, and English is...

A leading financial services firm located in Hong Kong is seeking an experienced professional to develop relationships and manage prospective client situations in the wealth planning and life insurance space. The ideal candidate will hold a Bachelor's degree, possess 8 to 12 years of relevant experience, and demonstrate strong analytical and communication...

A leading financial institution seeks a skilled professional to acquire and solicit new bancassurance business in Hong Kong. The candidate should have over 3 years of insurance selling experience and a relevant degree. Responsibilities include identifying customers’ financial needs, cross-selling suitable products, and ensuring compliance with bank...

A leading Asia-based bank in Hong Kong seeks a motivated individual to enhance its bancassurance sales through effective customer acquisition and service. The ideal candidate should hold a degree in Business or Finance, possess at least 3 years of relevant experience in insurance sales, and have the applicable registrations. You will play a key role in...

Job Description - Financial Planning Manager, Consumer Banking Group & Wealth Management ) Job Description Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and...