Financial Planning Manager

4 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time
About Dah Sing Group

The Dah Sing Group is a leading financial services organization in Hong Kong, offering a wide range of banking, insurance, and financial services through its extensive network of over 70 branches in Hong Kong, Macau, and Mainland China.
We value a culture of caring, teamwork, and progressiveness, recognizing that each individual is unique and has the capacity for growth. Our goal is to create an environment where you can be your authentic self and thrive.

As a key member of the Dah Sing Bank team, you will be responsible for conducting bancassurance sales at bank branches to achieve the assigned business plan on bancassurance business.

Key Responsibilities:
  • Foster strong relationships with existing and prospective clients to drive business growth
  • Develop and acquire new business to deepen relationships with existing and potential clients in the identified market segment
  • Collaborate with relationship managers to manage customer portfolios and resolve issues
  • Develop and implement business plans and marketing strategies with branch/district managers for wealth management of banking clients
  • Cultivate strong relationships with clients and expand the high-net-worth client base
  • Provide tailored advice and reviews to clients on a regular basis and post-sales services
  • Meet sales targets on financial products for consumer banking clients
To succeed in this role, you should possess the following qualifications and attributes:
  • Degree holder with passes in IIQE Paper 1, 3, and 5
  • Minimum of 3 years relevant experience in insurance or banking, with a proven track record in financial planning
  • Excellent time management and communication skills
  • Strong customer selling and relationship building skills with branch staff
  • Flexibility and adaptability in a bank branch environment
  • Proficiency in MS Office applications
  • Good command of both written and spoken English and Chinese
Please note that only shortlisted candidates will be notified.


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