Retail Banking –Insurance Specialist/ Financial Planning Manager 36-45K at Leadingnation

職位 Retail Banking –Insurance Specialist/ Financial Planning Manager 36-45K
刊登日期 25 May 2026
已過期 24 Jun 2026
公司名稱 Leadingnation
地點 香港 | HK
僱傭形式 Full Time

職位描述:

最新職位資訊來自 Leadingnation 職位為 Retail Banking –Insurance Specialist/ Financial Planning Manager 36-45K. If the Retail Banking –Insurance Specialist/ Financial Planning Manager 36-45K 職位空缺在 香港 符合您的資格,請直接透過更新後的 Jobkos 招聘門戶提交最新的申請或履歷。

請注意,求職申請並非總是容易的,申請人必須符合公司設定的特定要求。我們希望以下在 Leadingnation 職位為 Retail Banking –Insurance Specialist/ Financial Planning Manager 36-45K 的職業機會適合您的專業資格。

Benefits and Compensation
  • Basic Salary plus Quarterly Incentive
  • Retail banking, 5 days Work
  • Welcome insurance agent to apply

My client is a top leading banking with strong branch network in 香港, Currently they are seeking talented Insurance Specialist to drive their business.

Job Purpose

To maximize the competitive advantage of the Bank’s Insurance business through conducting meeting with customers, recommends life insurance product to best suit their needs, towards achieving predictable business goals.

Responsibilities
  • Collaborate with Relationship Manager to generate appointments and provide professional insurance planning services by meeting potential customers
  • To analyze customers’ personal financial situation and identify their needs in financial services; and recommends wealth and protection insurance products to best suit their needs
  • Will work at centralised office and to meet with clients at Branch
  • To maximize business opportunities to achieve Branch sales goal
  • To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
  • To assist in medical underwriting, case pending & follow up and administrations processes in an effectively and efficiently way in order to ensure efficient TAT
Requirements
  • University Degree
  • 1 years or more related experience insurance sales
  • Strong knowledge of long term insurance products
  • Good communication and interpersonal skills
  • IIQE ,1,2,3
  • With teamwork spirit

Interested parties, please click on below button “Apply Now”. For a confidential discussion, please contact Andy Hoat (852) 2562 8611/ 9168 6129.

#J-18808-Ljbffr

工作資料:

  • 公司名稱: Leadingnation
  • 職位: Retail Banking –Insurance Specialist/ Financial Planning Manager 36-45K
  • 工作地點: 香港
  • 國家: HK

如何提交申請:

在閱讀並了解職位資料中說明的入職標準及最低資格要求後, Retail Banking –Insurance Specialist/ Financial Planning Manager 36-45K at the office 香港 以上,請立即準備好求職信、履歷表(CV)、畢業證書副本及其他證明文件。請透過下方的「下一頁」連結提交申請。

此招聘廣告已過期(刊登超過 30 天)。
請在我們的平台上搜尋最新的工作機會: 首頁.

相關職位空缺

  Prime Synthetics Middle Office AVP at Barclays
刊登日期: 11 hours ago

詳情: Job DescriptionPurpose of the roleTo support business areas with day-to-day processing, reviewing, reporting, trading and issue resolution.AccountabilitiesSupport various business areas with day‑time...

公司名稱: Barclays | 地點: 香港

  Automation Solutions Developer at UBS
刊登日期: 11 hours ago

詳情: City: 香港 SAR僱傭形式: Full Time國家 / State: 香港 SARFunction Category: OperationsOur COE team in F2B Digitization Organization help UBS business functions implement their digital strat...

公司名稱: UBS | 地點: 香港