Job ref no.: CT3114506-01#0029
Jardine Lloyd Thompson PCS Limited

Senior Manager / Associate Director - Wealth Management

Jardine Lloyd Thompson PCS Limited

Benefits
  • 5-day week
  • Insurance plan
  • Medical plan

Job Description :

  • Develop strong working relationship with private bankers with the objective of jointly identifying clients who would benefit from life insurance as a component of wealth management programs.
  • Work closely with PCS Hong Kong’s suppliers of the Products with a view to delivering to the clients the most competitive products tailored at the specific needs of the clients.
  • Provide regular training to private bankers so that they become reasonably informed of the principal attributes of the Products and their applications.
  • Provide support to private bankers from the solicitation process to final closing in the delivery of the Products to high net worth clients.
  • Implement a selling process that is fully compliant with the Group operating manual and the requirements of our private bank partners and suppliers of the Products.
  • Provide insurance advice to high net worth clients.
  • To provide feedback to the Senior Management and other stakeholders on market trends, product developments and the changing needs of the market place.

Job Requirement :

  • Bachelor degree or equivalent
  • Good command of written and spoken English and Chinese, proficiency in Mandarin is a MUST 
  • At least 8 years of relevant working experience in the banking / life insurance / wealth management / financial services industry 
  • Good sales and negotiation skills and relationships development
  • With positive attitude, willing to share/learn and enjoy teamwork environment
  • Detail-minded, sales-driven with good interpersonal skills and high level of accuracy
  • Proficient in MS Office applications (Excel, Word,PowerPoint, etc) 

Interested parties should send their CVs with expected salary by clicking Apply Now.

All information provided by applicants will be used for recruitment related purposes and handled in strict confidence by authorized personnel. The personal data collected will be destroyed after three months.

More job information
Job ref no. CT3114506-01#0029
Salary
  • N/A
Job Function
Industry
Location
  • Taikoo Shing
Employment Term
  • Permanent
  • Full-time
Experience
  • 8 years - 13 years
Career Level
  • Middle management level
Education
  • Degree