comScoreTag Job - Financial Planning Officer (Bank), TalentQuest HR Limited
TalentQuest HR Limited

TalentQuest is an award-winning specialist recruiter of Engineers and Technical professionals. We are the leading professional recruitment consultancy for the Construction, Engineering and Information Technology sectors, and are accredited by the HR Vendors of the Year: Gold Award. We offer both recruitment and executive search services for the Asia Construction, Engineering, Information Technology and Real Estate markets.

Our specialist teams have successfully placed numerous happy candidates to developers, investors, telecoms, banks, consultancies and contractors. We take pride in what we do and we are more than welcome to facilitate your job search no matter you are an Executive or a junior. Let’s make job search an enjoyable journey!

“Job Search Like a Human."

Financial Planning Officer (Bank)

Job Ref.CT3112279-01#4020

Our clients, leading consortium bank, are currently looking for a high caliber candidate to join their professional team.



  • To be a team member of Branch Distribution & Services Department;
  • To promote insurance products at branches i.e. maximize bancassurance business, execute related department strategies and business plans, and drive marketing programs as well as optimize sales preparation and operations;
  • To provide training to frontline sales staff on insurance product knowledge, market updates, and selling skills;
  • To arrange mentors to newly joined sales staff;
  • To monitor sales performance, identify problems, if any, and provide relevant solutions.


  • University graduate in Business Administration, Finance, Marketing or related discipline;
  • Minimum of 3 years' experience in bancassurance/insurance business at supervisory level in banks, financial institutions or insurance companies;
  • Solid experience in selling insurance products;
  • Sound knowledge of insurance products and good business sense;
  • Independent, self-motivated and effective team player as well as leader with positive working attitude;
  • Detail-oriented, organized and able to work under pressure;
  • Strong sales, organization, analytical, communication and interpersonal skills;
  • Good command of written and spoken English and Chinese, Putonghua a plus.

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  • 13-month pay
  • Discretionary bonus
  • Medical plan
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