FINANCIAL PLANNING MANAGER(ID:219)
Responsibilities:
Conduct bancassurance sales at bank branches to achieve the assigned business plan on bancassurance business.
Requirements:
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.
Reference IDJ000745
Order Date7 May 2019
IndustryBanking / Finance
LocationHong Kong