Job description
Location: Hong Kong
Employment Type: Full-time
My client is a well-established financial institution with a strong reputation for excellence in retail and private banking. As part of their commitment to providing holistic financial solutions, they are expanding their Bancassurance team to help clients achieve their wealth protection and growth goals.
We are seeking a dynamic Financial Planning Manager to drive insurance sales and financial advisory services through my client’s bancassurance channel. You will work closely with branch teams and high-net-worth clients to provide tailored risk and wealth management solutions.
Key Responsibilities
To apply:
If you believe you meet the above requirements and have the passion and drive to excel in this role, we invite you to submit your application. We apologies that only shortlisted candidates will be contacted. Please click the 'Apply' button below or send through your most updated CV to cleung@captarpartners.com
Employment Type: Full-time
My client is a well-established financial institution with a strong reputation for excellence in retail and private banking. As part of their commitment to providing holistic financial solutions, they are expanding their Bancassurance team to help clients achieve their wealth protection and growth goals.
We are seeking a dynamic Financial Planning Manager to drive insurance sales and financial advisory services through my client’s bancassurance channel. You will work closely with branch teams and high-net-worth clients to provide tailored risk and wealth management solutions.
Key Responsibilities
- Develop and execute sales strategies to promote bancassurance products (life, health, investment-linked policies)
- Collaborate with branch staff to identify and refer potential clients for insurance solutions
- Conduct financial needs analysis for customers and recommend suitable insurance products
- Achieve and exceed sales targets while ensuring compliance with regulatory standards
- Build long-term client relationships through trusted advisory and exceptional service
- Stay updated on market trends, competitor products, and regulatory changes in bancassurance
- 5+ years of experience in bancassurance, insurance sales, or wealth management, preferably within a bank.
- Proven track record in meeting/exceeding sales targets for insurance products.
- Strong knowledge of life insurance and wealth planning.
- Certified Financial Planner (CFP), ChFC, or equivalent licenses preferred.
- Excellent communication, presentation, and negotiation skills.
- Ability to work in a target-driven, fast-paced banking environment.
To apply:
If you believe you meet the above requirements and have the passion and drive to excel in this role, we invite you to submit your application. We apologies that only shortlisted candidates will be contacted. Please click the 'Apply' button below or send through your most updated CV to cleung@captarpartners.com
