Insurance Sales and Management Professional

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China International Executive Service Corps Full time
Key Responsibilities
  • Enhance relationships with existing and prospective clients to achieve business targets through proactive engagement and effective communication.
  • Develop and acquire new business opportunities by deepening relationships with existing and potential clients in identified market segments.
  • Assist relationship managers in managing customer portfolios and resolving issues related to customer portfolio management.
  • Collaborate with branch and district managers to develop and implement business plans and marketing strategies for wealth management of banking clients.
  • Cultivate strong relationships with high-net-worth clients and broaden the client base through personalized advice and reviews.
  • Provide post-sales services to clients and meet sales targets on financial products for consumer banking customers.


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