Relationship Manager, Insurance Brokerage – MCV

2 weeks ago


Kowloon, Hong Kong SAR China Waterdrop Financial Services (HK) Limited Full time

Relationship Manager, Insurance Brokerage – MCV (Mainland China Visitors) Serving customers of the financial consultant team. Approach potential customers, develop business, and provide quality financial advisory services to existing customers. Conduct financial needs analysis to understand customers’ financial status, identify customers’ financial needs and goals, and develop financial plans for customers in different life stages. Recommend and present financial planning solutions to customers (e.g., insurance planning, risk management, education planning, wealth management, retirement planning). Establish and develop long-term relationships with customers by assisting them in establishing financial goals and executing financial plans. Conduct ongoing communication and regular policy reviews with customers to help them keep up-to-date on their financial needs. Keep abreast of the latest knowledge and developments in industry regulations, professional practices, and financial products. Job Requirements University degree (preferably in Business, Finance, or related disciplines) with relevant work experience. Strong potential PRC customer network and proven track record in developing customer base. Possess practical knowledge of financial planning. Good communication and interpersonal skills. Self‑motivated, result‑oriented, endeavor to succeed in the financial services industry. Professional selling and presentation skill, proficient in Putonghua. #J-18808-Ljbffr



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