Job ref no.: CT3117603-01#0054
RecruitFirst Limited

Banking Financial Planning Officer / Manager ($50,000 UP)

RecruitFirst Limited

Benefits
  • 5-day week
  • 13-month pay
  • Birthday leave
  • Dental plan
  • Discretionary bonus
  • Insurance plan
  • Medical plan
  • PRC holidays
  • Year-end bonus
  • K + 3 more

Responsibilities:

  • Enhancing and maintaining relationships with existing and potential clients from bank
  • Proactively identifying needs and providing custom-made financial planning for clients
  • Coordinating with relationship manager for customer portfolio management
  • Developing and implementing business plans and marketing strategies for bank clients
  • Cultivate strong relationships with clients and broaden the high-net-worth client base
  • Providing professional advices to clients regularly and after-sales services to clients
  • Meeting and exceeding sales targets

Requirements

  • Degree holder in any disciplines
  • IIQE 1, 3, 5
  • At least 2 - 3 years experience in insurance or banking industry
  • Strong in customer selling and sound relationship building skills
  • Proficiency in MS Office applications
  • Good command of both written and spoken English and Chinese
  • Candidate with more than 7 years of experience can be considered for senior position

Benefits

  • Banking benefits and holiday
  • Attractive commission scheme
  • Join in bonus (1 month's salary)
  • Up to 18 days of annual leave
  • Good career prospect
  • Year-end bonus

Please send your resume to [via CTgoodjobs Apply Now ] 

Please note that only short listed candidates will be notified. All information gathered will be treated in strict confidence and solely used for recruitment purposes.

More job information
Job ref no. CT3117603-01#0054
Salary
  • 45,000 - 55,000 / month (negotiable)
Job Function
Industry
Location
  • Aberdeen
  • Admiralty
  • Causeway Bay
  • Central
  • Chai Wan
  • Eastern District
  • Kennedy Town
  • North Point
  • Morrison Hill
  • Jordan
  • Kai Tak Cruise Terminal
  • Kwun Tong
  • Lai Chi Kok
  • Mongkok
  • Sham Shui Po
  • Wong Tai Sin
  • Tsimshatsui
  • Kwai Chung
  • Fanling
  • Shatin
  • Sheung Shui
Employment Term
  • Full-time
Experience
  • 2 years - 10 years
Career Level
  • Middle management level
Education
  • Degree
Require to Travel
  • No travel