Wealth Management Manager [Ref no: WMM-ALAI] | 人才服务办公室

职位描述

Accumulating over 70 years experience on our solid foundation in Hong Kong and Greater China, we succeed and create our brilliant story throughout the region. As the first foreign bank branch in Mainland, we grasp the opportunity to grow along with the economic reforms. With our well-versed China business intelligence, we continue to expand our network proactively but prudently.

Inheriting our “People Focus” tradition, we strongly believe in the philosophy of talent investment. Here, we respect your career development with enormous support and room for inspiration. If you are ready to go for great, join us today. You can shine with your own glorious story.

Your talent is our treasure, come to explore your potential with us.

Job Responsibilities:

• Identify and fulfil customer needs by providing thorough financial need analysis;
• Assess the suitability of various insurance products and provide quality insurance consultation to retail bank’s customers;
• Facilitate customer acquisition for the segment of Mainland customers.

Job Requirements:

• Bachelor’s degree or above;
• At least 2 years of sales experience in insurance or banking industries and experience in handling Mainland customers is preferred;
• Sales and customer-oriented with good communication skills;
• Have a strong passion in developing in the field of insurance, passed in CFP education modules is an advantage;
• Passed in IIQE Paper 1, 2, 3 & 5 is a must;
• Proficiency in both written and spoken English, Chinese and Putonghua.

Interested parties please send your full resume with present and expected salary, and quoting reference number to Talent Acquisition Division by email [email redacted, apply via company website]. For details, please visit https://www.ncb.com.hk/ and refer to the page “Join Us”.

We are an Equal Opportunities Employer. Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their applications unsuccessful and their data will be destroyed within 12 months of receipt.