Job ref no.: wy-FPMO0808w (CT3119362-01#1924)

Financial Planning Manager / Officer (wy-FPMO0808w)

WallStone Partners & Company Limited


  • Stationed at the bank branches and work closely with District / Branch Managers and other referral staff to conduct bancassurance sales
  • To implement business plans at the bank branches for promoting bancassurance business



  • Degree holder with passes in IIQE Paper 1, 3 and 5
  • 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

Interested candidates, please forward your resume in WORD format by clicking Apply Now quoting reference 'wy-FPMO0808w' in the subject line

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More job information
Job ref no. wy-FPMO0808w (CT3119362-01#1924)
  • N/A
Job Function
Employment Term
  • Permanent
  • Full-time
  • 3 years - 8 years
Career Level
  • Non-management level
  • Degree