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Posted on 2023-01-13
Wealth Manager, Insurance (IA Responible Officer)
Job MatcherResponsibilities:
- Develop and implement insurance business strategic plans, action plan and initiatives in achieving the Company’s business targets
- Sit in Investment Panel for insurance product assessment and clients’ portfolio management
- Identify and recommend appropriate insurance products to map with client needs
- Work as Wealth Managers to perform client-centered portfolio review and design to ascertain the client's capacity for risk.
- Establish good relationship with business partners and Wealth Managers to gain support for product delivery strategies
Requirements:
- At least 5 years’ working experience in financial products management
- Qualified for Register RO License under IA
- Strong insurance product knowledge with sound knowledge in risk management on insurance & investment products
- Strong sense of commitment, mature, self-reliant and able work under pressure
- Excellent communication and inter-personal skill
We offer excellent remuneration package and career development to the right candidate. Fringe benefits include medical insurance and 5-days work.
All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.
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Company Overview
As a member of the Frontier Financial Group (www.ffgwm.com), we are a versatile financial services group specializing in providing private wealth management and investment banking services to high net worth individuals, institutional and corporate clients. Frontier Financial Group (FFG) holds Types 1, 4, 6 and 9 licenses granted by the Securities and Futures Commission of Hong Kong.
To cope with its rapid expansion in business in recent years, FFG has expanded substantially in size and has been recruiting experienced professionals from the industry to fill its key functional and management positions. The growth momentum is ever going and FFG is inviting high caliber individuals with dedication and commitment to succeed to join the already dynamic team.
