Jumbolife Limited

Financial Planning Consultant/ Insurance Specialist

Jumbolife Limited
HK$17,000 - HK$25,000 /month
Posted on 9-Apr-21

Financial Planning Consultant/ Insurance Specialist

Jumbolife Limited

Job Highlights

  • Manage the financial needs of our clients
  • Good command of English and Mandarin
  • Incentive award on top of basic salary

Job Description

Company overview:

We are a well-established insurance brokerage company who works closely with banks and financial consultants to cater our clients who are mainly high net worth (HNW) individuals to their needs. Services include estate planning, wealth accumulation and transfer, with the integration of life insurance policies in the process. We are looking for financial planning experts to represent our company to provide superb services to clients.  

About the job:

- Financial Planning Consultant at a well-established brokerage company with a strong presence in banking and finance where you can build and maintain connections
- Develop and advise our high net worth clients (HNWI) on a broad range of wealth planning solutions
- Excellent office location in Central/Sheung Wan Area

Responsibilities:

- Provide excellent service to customers for financial planning to meet the financial needs of customers
- Based on customer needs, provide competitive and comprehensive life insurance services, and also premium financing services to customers as when required
- Prepare proposals and quotations for clients and business partners
- Perform portfolio and background reviews to ascertain procedures are in compliance with internal and external regulatory guidelines 
- Process application documentation and client due diligence including anti-money laundering (AML)
- Understand and communicate industry changes and new product offerings to clients and business partners

The Ideal Candidate:

- Degree from a university or an institute of higher education
- Proven track record or relevant working experience in client acquisition and management of wealth for clients is an advantage  
- Sound knowledge of various insurance products is preferable, and technical competence in developing and delivering wealth planning solutions to clients
- Strong interpersonal and communication skills with excellent command of English and Mandarin
- Result driven work approach in a target oriented culture
- Passes in IIQE examinations
- CFP is an advantage
- Proficient in Microsoft Office
- Immediate availability is preferred

What We Can Offer:

- Attractive incentive award on top of basic salary
- Medical Insurance
- Annual Leave

Additional Information

Career Level
Middle
Qualification
Non-Degree Tertiary
Job Type
Full Time

Company Overview

We are a well-established insurance brokerage company who works closely with banks and financial consultants to cater our clients who are mainly high net worth individuals to their needs. Services include estate planning, wealth accumulation and transfer, with the integration of life insurance policies in the process. We are looking for a high-calibre candidate to join our company where you will have the chance to realize your full potential that is in line with your career goals and aspirations.

Additional Company Information

Industry
Financial Services
Benefits & Others
Medical insurance, Performance bonus, Travel allowance, Five-day work week