Job ref no.: CT3128743-01#0003
TY Professional Consultancy Limited

Unit Manager – Insurance & Investment

TY Professional Consultancy Limited

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

More job information
Job ref no. CT3128743-01#0003
Salary
  • 55,000 - 70,000 / month
Job Function
Industry
Location
  • Tsimshatsui
Employment Term
  • Permanent
  • Full-time
Experience
  • 2 years - 7 years
Career Level
  • Senior management level
Education
  • Asso. Deg or High Dip
Benefits
  • 5-day week
  • Additional subsidies
  • Education subsidies
  • Flexible working hours
  • Insurance plan
  • Medical plan
  • … + 1 more