Mandarin Speaking Financial Planning Advisory Manager 普通話財務策劃經理

Job Duty

Job Description ： - Implement business plans to lead team to achieve preset sales targets and objective. - Generate new business for the company. - Identify customers' needs and match their needs with appropriate products and services. - Provide high quality customer service and professional advise in the best interests of customers. - Ensure sales are in compliance with the Company's policies, procedures and regulatory guidelines. - Conduct the sales activities within the compliance and regulatory boundaries 工作描述： - 執行業務計劃，帶領團隊實現預設的銷售目標和目標。 為公司創造新業務。 - 確定客戶的需求並將其需求與適當的產品和服務進行匹配。 為客戶的最大利益提供高質量的客戶服務和專業建議。 - 確保銷售符合公司的政策、程序和監管指南。 Requirement： - Degree holder or above - Hold IIQE Paper 1, 3, - With IIQE Paper 4 and 5 would be an advantage. - With banking, insurance or sales experience in retail banking, insurance or brokerage would be an advantage. 工作要求： - 學士學位或以上 - 持有IIQE卷 1、3， - 持有IIQE卷 4和5 將更有優勢。 - 持有銀行、保險經驗、銷售經驗更有優勢，(零售銀行、保 險或經紀業務)。