Unit Manager – Insurance & Investment

Job Responsibilities

- Build excellent relationships with clients to provide customized solutions and financial planning services including investment, insurance and banking products

- Promote potential client base

- Boost up investment sales, optimize sales capacity and effectiveness for investment business

- Handle clients’ inquiries and provide quality service supports

- Engage appointments to cross-sell insurance products and close deals

Job Responsibilities

- Build excellent relationships with clients to provide customized solutions and financial planning services including investment, insurance and banking products

- Promote potential client base

- Boost up investment sales, optimize sales capacity and effectiveness for investment business

- Handle clients’ inquiries and provide quality service supports

- Engage appointments to cross-sell insurance products and close deals

General Requirements  

- At least 5 subjects at Grade E / Level 2 or above in the HKCEE / HKDSE

- Solid experience in retail banking is an advantage.

- Passed IIQE 1, 3 and or HKSI 1, 7 & 8  

- At least 2 to 5 years of insurance experience

- Independent, detail minded, good analytical skills, great communication skills 

- Insurance Agents / Insurance Specialist or Relationship Manager from bank are also welcome