Job ref no.: WPAI/CB/CT (CT3117585-01#0479)
China Construction Bank (Asia) Corporation Ltd

Wealth Planning Advisor (Insurance focused) (Ref. no: WPAI/CB/CT)

China Construction Bank (Asia) Corporation Ltd

  • Birthday leave
  • Dental plan
  • Discretionary bonus
  • Insurance plan
  • Medical plan

Principal Responsibilities:

  • Drive sales activities to assist branches in delivering their insurance business
  • Act as point of contact for all branches on insurance enquiries related to life, medical, A&H products
  • Perform joint call with relationship managers to review client portfolio and present insurance ideas to clients
  • Provide backup and support in business activities, i.e. seminars and promotion programs so to achieve insurance sales target
  • Constant update of product knowledge on insurance products to all branches
  • Provide training and coaching to frontline associates
  • Perform portfolio review and formulate insurance strategy for high networth clients. Able to offer tailored insurance planning advice and develop insurance proposal for sophisticated clients
  • Liaise with relevant internal departments on compliance, marketing, operations and systems issues


  • University graduate with at least 5 years relevant sales experience in insurance products
  • Insurance qualifications with IIQE and MPF license
  • Good command of written and spoken English, Cantonese and Putongua
  • Sales oriented personality, good interpersonal skill and customer orientation. Strong selling and negotiation skills
  • Proficient in MS office applications

To apply, please send the detailed resume by Email: [via CTgoodjobs Apply Now ]


Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.

All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.

More job information
Job ref no. WPAI/CB/CT (CT3117585-01#0479)
  • N/A
Job Function
Employment Term
  • Permanent
  • Full-time
  • 5 years - 10 years
Career Level
  • Middle management level
  • Degree