Manager of Financial Planning
7 days ago
Overview
Financial Planning Manager, Offshore Banking
As a Financial Planning Manager in Offshore Banking, you will play a crucial role in guiding our clients towards achieving their financial objectives.Key Responsibilities:
Uphold the Bank's values and enhance its corporate and community reputation. Advocate for a comprehensive array of financial services, particularly focusing on long-term insurance solutions. Drive financial success through the promotion and sale of life insurance offerings. Provide essential sales support in life insurance and mentor sales personnel across various channels. Develop and execute a holistic financial solution tailored to meet the needs of target clients. Strategize, implement, and oversee promotional initiatives and educational seminars. Ensure compliance with internal policies and external regulatory standards. Deliver exceptional service to clients, fostering long-term relationships. Qualifications:
Bachelor's degree or higher. 3-5 years of relevant industry experience. Strong self-motivation, outgoing demeanor, and ability to work autonomously. Successful completion of IIQE and meet the competency standards for regulated activities (Types 1 & 4) as per the SFO. ARWP or CRWP certification is advantageous. Comprehensive understanding of insurance products. Proficient in English and Chinese, with fluency in Mandarin preferred. Excellent team collaboration skills.
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