Financial Planning Manager

4 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China Fubon Bank Full time

Main Responsibilities:

As a Financial Planning Manager at Fubon Bank, you will be responsible for promoting a wide range of financial services with a focus on long-term insurance products. Your key objectives will include achieving financial goals through the sale of life insurance products, providing sales support to sales staff, and implementing a "one-stop financial solution" for target customers.

Requirements:

  • University graduate or above
  • 3-5 years' relevant experience
  • Strong self-motivation with an outgoing personality and ability to work independently
  • Pass in IIQE and fulfillment of the competency requirements to carry out relevant regulated activities (Types 1 & 4) as defined under the SFO
  • ARWP or CRWP is preferred
  • In-depth knowledge in insurance
  • Proficiency in both English and Chinese. Fluent in Mandarin is preferred
  • Good team player


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