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Senior Wealth Management Professional

1 week ago

Hong Kong Island, Hong Kong SAR China AIA Hong Kong and Macau Full time
About the Role
  • Select appropriate financial and insurance products for clients based on their financial situation and provide professional wealth management services such as retirement planning and asset allocation.
  • Handle underwriting and insurance claims efficiently.
  • Maintain trusting relationships with clients through effective communication and customer service.

The ideal candidate will have excellent interpersonal skills and be fluent in Mandarin.