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Financial Planning Manager

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Job Industry Banking
EMPLOYMENT TYPES Full Time
SALARY Up t0 28k
LOCATION Hong Kong
Date posted 2021-09-01
Job Ref. BDSB20201201B

Job Responsibilities:

• Proactively enhance relationships with existing and prospective clients to achieve business targets

• Develop and acquire new business to deepen business relationships with existing and potential clients in the identified market segment

• Assist relationship manager of branch to manage their customer portfolio and help them to resolve their issues on customer portfolio

• Developing and implementing business plans and marketing strategies with branch/district managers for wealth management of banking clients

• Cultivate strong relationships with clients and broaden the high-net-worth client base

• Provide tailor-made advices and reviews to clients on a regular basis and post-sales services to clients

• Meet sales target on financial products for customers of consumer banking level etc.

 

Requirements:

• Degree holder with passes in IIQE Paper 1, 3 and 5

• Minimum of 3 years relevant experience in insurance or banking industry, with proven track record in financial planning

• Excellent time management and communication skills

• Strong in customer selling and sound relationship building skills with branch staff

• Flexible and adaptable working in bank branches environment

• Proficiency in MS Office applications

• Good command of both written and spoken English and Chinese

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