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Job Title: Financial Planning Manager
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Ref. No.: HLOW2255
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Description: Our client is one of the largest financial institutes in Hong Kong which provides private banking services, and now seeking for candidate who is energetic and ready to take challenge in his/her life.
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Responsibilities:
  • Achieve sales and business targets on the agreed plan and designed strategies through branch selling and promotion activities
  • Enhance good customer relationship with our high net worth customers and identify their needs
  • Conduct financial planning review with customers and offer financial services to meet their financial goal
  • Ensure outstanding customer satisfaction rating is achieved by meeting all requirements of service standard
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Requirement:
  • Degree holder in Business Administration, Finance, or related disciplines
  • At least 1 year working experience
  • Possess IIQE and other required qualifications under HKSI for selling insurance and investment products
  • Good banking knowledge is definite an advantage
  • Good command of written and spoken English and Chinese (including Putonghua)
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Please feel free to contact our experienced consultants by phone, or submit your CV with the job ref. no. included by email or postage.
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Contact Information
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Email for Job Seekers:

      cv@Zenitrecruit.com
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Tel: (852) 6245-9257
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Address
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Unit 2302, 23/F
New World Tower 1
18 Queen's Road, Central
Hong Kong
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