Wealth Manager, Insurance (IA Responible Officer)

Frontier Financial Group Limited

Responsibilities:

  • 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.

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More job information
Salary
Benefits
  • 5-day week
  • Medical plan
Job Function
Location
  • Central
Work Model
  • On-site
Industry
Employment Term
  • Permanent
  • Full-time
Experience
  • 5 years
Career Level
  • Senior management level
Education
  • Diploma or equivalent
  • Asso. Deg or High Dip