Job description
Company Overview
Our client is a rapidly expanding Independent Financial Advisor (IFA) platform specializing in the insurance sector. With a strong foothold in the Hong Kong market and growing demand from Mainland Chinese clients, they are actively seeking Unit Managers to lead and grow high-performing teams.
If you're an experienced professional looking to elevate your career or explore a more dynamic platform, we welcome your application. Candidates with less experience may be considered for the role of Wealth Solution Consultant.
Job Responsibilities
As a Unit Manager, you will:
Requirements
We're looking for candidates who bring:
Ready to Take the Next Step?
If you're interested in this opportunity, click 'Apply Now'. For a confidential discussion or to explore other roles, feel free to contact Alvin Tang at atang@captarpartners.com.
Our client is a rapidly expanding Independent Financial Advisor (IFA) platform specializing in the insurance sector. With a strong foothold in the Hong Kong market and growing demand from Mainland Chinese clients, they are actively seeking Unit Managers to lead and grow high-performing teams.
If you're an experienced professional looking to elevate your career or explore a more dynamic platform, we welcome your application. Candidates with less experience may be considered for the role of Wealth Solution Consultant.
Job Responsibilities
As a Unit Manager, you will:
- Recruit, lead, and develop your own team of financial consultants
- Present and tailor insurance solutions to meet diverse client needs
- Provide holistic financial planning advice to clients in Hong Kong and visitors from Mainland China
- Proactively identify and cultivate new business opportunities
Requirements
We're looking for candidates who bring:
- Fluency in English; Mandarin proficiency is a strong advantage
- Minimum 5 years of relevant experience, ideally with team leadership and MCV market case-closing exposure
- Solid track record in closing insurance cases
- Strong product knowledge across multiple insurance providers
- A driven, success-oriented mindset
Ready to Take the Next Step?
If you're interested in this opportunity, click 'Apply Now'. For a confidential discussion or to explore other roles, feel free to contact Alvin Tang at atang@captarpartners.com.