Bancassurance Financial Planning Manager

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 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...

A banking institution in Hong Kong seeks a dedicated professional for bancassurance sales. The role focuses on enhancing relationships with existing and prospective clients, developing new business, and assisting branch managers in managing customer portfolios. Candidates must hold a degree, possess relevant experience in insurance or banking, and...

Responsibilities Stationed at the bank branches and work closely with District / Branch Managers and other referral staff to conduct bancassurance sales To implement business plans at the bank branches for promoting bancassurance business Requirements Degree holder with passes in IIQE Paper 1, 3 and 5 Minimum of 3 years' relevant experience in insurance or...

Acquire and solicit new bancassurance business through different channels, such as cross-selling, referral, personal business connections, etc. Identify customers’ financial needs and cross-sell suitable bancassurance products to the customers. Provide feedback on all issues pertaining to marketing, product acceptance and other issues related to the...

Reporting to the Branch Management of Dah Sing Bank, you will be responsible to conduct bancassurance sales at bank branches to achieve the assigned business plan on bancassurance business. Job Responsibilities Proactively enhance relationships with existing and prospective clients to achieve business targets Develop and acquire new business to deepen...

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...

Senior Manager, Bancassurance Business Development Join to apply for the Senior Manager, Bancassurance Business Development role at Manulife. The customer is the focus of everything we do, and millions of end users rely on our products daily. We believe in the value of empowering our professional teams with the resources to solve critical problems for the...

A leading financial services provider based in Hong Kong is seeking a Senior Manager for Bancassurance Business Development. This role focuses on developing and implementing business strategies in partnership with banks. The ideal candidate has over 10 years of experience in the life insurance industry and a proven track record in Bancassurance. Join a team...

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...