Senior Manager / Associate Director - Wealth Management

Jardine Lloyd Thompson PCS
Full Time
Senior (6-10 years)
English, Cantonese, Mandarin (Putonghua)

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.