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Wealth Management Manager

On-site in Hong Kong·Added 2 days ago (last checked 11 Oct)

Nanyang Commercial Bank

42 open roles

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Overview

Work mode
On-site, Hong Kong
Experience
2+ years

Skills

Nice to have

The role

Wealth Management Manager [Ref: WMM-ALAI]
Responsibilities:
  • Identify and fulfil customer needs by providing thorough financial need analysis;
  • Assess the suitability of various insurance products and provide quality insurance consultation to retail bank's customers;
  • Facilitate customer acquisition for the segment of Mainland customers.
Requirements:
  • Bachelor's degree or above;
  • At least 2 years of sales experience in insurance or banking industries and experience in handling Mainland customers is preferred;
  • Sales and customer-oriented with good communication skills;
  • Have a strong passion in developing in the field of insurance, passed in CFP education modules is an advantage;
  • Passed in IIQE Paper 1, 2, 3 & 5 is a must;
  • Proficiency in both written and spoken English, Chinese and Putonghua;
  • This position is subject to the Mandatory Reference Checking (MRC) Scheme, as mandated by the Hong Kong Monetary Authority (HKMA).

About Nanyang Commercial Bank

Industry
Banking
Website
ncb.com.hk
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