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Wealth Manager (Qualified to be Insurance RO)

Frontier Financial Group Hong Kong
Posted 4 days ago Permanent 40-50K
H
Posted by
HR team
SFC Type 1,4,6 & 9 Business
Wealth Manager (qualified to be Insurance RO)

Responsibilities:


- Identify and recommend appropriate insurance products to map with client needs
- Work with Wealth Managers to perform client-centered portfolio review and design to ascertain the client's capacity for risk.
- Develop and conduct regular insurance trainings to enhance insurance knowledge of Wealth Managers
- Work with the compliance team to ensure the sales practice is fully compliant
- Establish good relationship with business partners and Wealth Managers to gain support for insurance product delivery strategies

Requirements:


- At least 5 years’ working experience in insurance, Financial Institution is a plus.
- RO License under IA with Insurance professional qualification,

- -Qualified for SFC regulated activities type 1, 4 & 9 would be an advantage
- Strong insurance product knowledge with sound knowledge in risk management on insurance & investment products
- Creative, self-motivated, analytical and be attentive to details
- Strong sense of commitment, mature, self-reliant and able work under pressure
- Good in written and spoken English, Chinese & Putonghua
- Excellent communication and inter-personal skill
 

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