China Construction Bank

Wealth Planning Advisor

China Construction Bank
Full Time
Intermediate (3-6 years)

Job Description

Wealth Planning Advisor

Location: Hong Kong


- Identify insurance needs of customers and conduct sales on various life, medical, A&H products.
- To provide good service to customer and provide end-to-end solution to meet customer� requirement
- Conduct sales activities within the compliance and regulatory boundaries To co-ordinate sales training with insurers to frontline associates


- University graduate with 5-7 years working experience in insurance sales.
- Insurance qualifications with IIQE and MPF license
- Sales oriented personality, good interpersonal skill and customer orientation. Strong selling and negotiation skills
- Good PC skills
- Good oral and written communication skills in both English and Chinese (Mandarin and Cantonese)