General Banking Manager

Responsibilities:

• Champion the one-stop personal banking services at branches
• Identify existing and prospective customers' needs of financial services, including both products & services
• Advisory to customers for general banking services and wealth management products including account opening, mortgage, credit card, personal loan and insurance
• Maintain good relationship with both existing and new customers
• University degree / Associate degree holders, or HKCEE / HKDSE holders with experience in  Insurance Agent / Telemarketing / Teller, with exposure in banking projects an advantage

Requirement:

• IIQE Paper 1, 2, 3 and HKSI 1, 7, 8 is required
• Proficiency in both English and Chinese, with fluency in Putonghua an advantage

Insurance Sales / Financial Planning Manager / Insurance Specialist

Job Responsibilities:

·       Proactively enhance relationships with existing and prospective clients to achieve business targets

·       Develop and acquire new business to deepen business relationships with existing and potential clients in the identified market segment

·       Assist relationship manager of branch to manage their customer portfolio and help them to resolve their issues on customer portfolio

·       Developing and implementing business plans and marketing strategies with branch/district managers for wealth management of banking clients

·       Cultivate strong relationships with clients and broaden the high-net-worth client base

·       Provide tailor-made advices and reviews to clients on a regular basis and post-sales services to clients

·       Meet sales target on financial products for customers of consumer banking level etc.

Requirement:

·       Degree holder with passes in IIQE Paper 1, 2, 3

·       Minimum of 3 years relevant experience in insurance or banking industry, with proven track record in financial planning

·       Excellent time management and communication skills

·       Strong in customer selling and sound relationship building skills with branch staff

·       Flexible and adaptable working in bank branches environment

·       Proficiency in MS Office applications

·       Good command of both written and spoken English and Chinese