Senior Private Wealth Advisor (Insurance)- PB

Private Banking
Hong Kong
Posted 3 years ago

Principal responsibilities

  • Formulate and implement insurance related sales and marketing plans aiming to assist the achievement of Private Bank AOP target.
  • Support frontline staff by providing pre-sales insurance portfolio consultation and post-sales review services to their clients.
  • Contribute to the growth of the lucrative high-net-worth segment by providing premium private banking client services
  • Train up and raise the professionalism of frontline staff in insurance/investment market information, product knowledge and portfolio review skills and technique.
  • Provide ongoing education to frontline staff on the most up-to-date regulatory requirements and compliance measures relating to the selling of insurance/investment products





  • University graduate and preferably with relevant qualifications such as CFA, CFP or CFMP
  • Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
  • Minimum of five years’ experience in selling insurance, investment¬† and banking products
  • Strong sales and customer orientation, with good communication and interpersonal skills
  • Strong self-motivation and ability to work under pressure
  • Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

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