Wealth Planning Advisor

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.
- Qualifications in IIQE/HKSI related areas are required
- 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)

Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelBachelor
China Construction BankFinancial Services, Retail and Commercial Banking

28/F, CCB Tower, 3 Connaught Road Central, Central, Hong Kong

directions_walk7 mins walk from Central Station