Senior Manager / Associate Director - Wealth Management

Senior (6-10 years)

Technical Skills

  • Life Insurance
  • Microsoft Excel
  • Microsoft Powerpoint
  • Microsoft Word
  • Sales
  • Training
  • Wealth Management

Job Description

Senior Manager / Associate Director - Wealth Management

Location: Taikoo Shing

Job Description :

  • Develop strong working relationship with private bankers with the objective of jointly identifying clients who would benefit from life insurance as a component of wealth management programs.
  • Work closely with PCS Hong Kong’s suppliers of the Products with a view to delivering to the clients the most competitive products tailored at the specific needs of the clients.
  • Provide regular training to private bankers so that they become reasonably informed of the principal attributes of the Products and their applications.
  • Provide support to private bankers from the solicitation process to final closing in the delivery of the Products to high net worth clients.
  • Implement a selling process that is fully compliant with the Group operating manual and the requirements of our private bank partners and suppliers of the Products.
  • Provide insurance advice to high net worth clients.
  • To provide feedback to the Senior Management and other stakeholders on market trends, product developments and the changing needs of the market place.

Job Requirement :

  • Bachelor degree or equivalent
  • Good command of written and spoken English and Chinese, proficiency in Mandarin is a MUST 
  • At least 8 years of relevant working experience in the banking / life insurance / wealth management / financial services industry 
  • Good sales and negotiation skills and relationships development
  • With positive attitude, willing to share/learn and enjoy teamwork environment
  • Detail-minded, sales-driven with good interpersonal skills and high level of accuracy
  • Proficient in MS Office applications (Excel, Word,PowerPoint, etc) 

Interested parties should send their CVs with expected salary to the following email: [email redacted, apply via Jobable]

All information provided by applicants will be used for recruitment related purposes and handled in strict confidence by authorized personnel. The personal data collected will be destroyed after three months.

Employment TypeFull-time
Career LevelSenior (6-10 years)
Education LevelBachelor
LanguageEnglish, Cantonese, Mandarin (Putonghua)