Posted on 2022-12-07
China Construction Bank (Asia) Corporation Limited

Wealth Planning Advisor (Insurance focused)

China Construction Bank (Asia) Corporation Limited

Main Responsibilities

  • To identify the life insurance needs of the customers and conduct the joint call selling on various life insurance products with frontlines.
  • To provide good service to our customers and provide end-to-end solutions to meet the customers' requirement with frontlines.
  • To conduct the sales activities within the compliance and regulatory boundaries.
  • To coordinate the sales training with designated Insurance Companies to frontline associates.
  • To work out the tactical sales planning and support with DM(s)/ CMs/ BMs
  • To assist frontlines to enhance the selling skills through pre-case meeting and/or joint call activities.


  • University graduate with 3-5 years working experience in life insurance sales.
  • Qualifications in IIQE/ HKSI related areas are required.
  • Sales oriented personality, good interpersonal skill and customer orientation. Strong selling, presentation and negotiation skills.
  • Proficient in written and spoken Cantonese, Mandarin and English.
  • Proficient in MS office application.

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 Function
Employment Term
  • Permanent
  • Full-time
  • 3 years - 5 years
Career Level
  • Non-management level
  • Degree