Wealth Planning Consultant

Responsibilities:

• Pro-actively build network and able to transfer them to your customers

• Recommend appropriate insurance and investment products to best suit customers’ needs

• Ensure the delivery of efficient processing of new business and servicing queries

• Maintain strong relationship with customers and explore new business opportunities

• Coordinate business activities

• Handle ad-hoc tasks and projects as required

Requirements:

• Insurance Authority license holder a must

• Holder of SFC licenses, Certified Financial Planner or other relevant qualification an advantage

• Experience in insurance or financial services industry

• Sales oriented, positive attitude, self-motivated and able to work independently

• Strong customer service mindset with dedication to deliver exceptional quality services for customers

• Good command of written and spoken English and Chinese including Putonghua

• QMAS, TTPS and IANG are welcome

Remuneration:

• Attractive basic salary

• High commission rate

• Medical and dental insurance

• Career advancement

• Professional training

• Expertise in portfolio management support

• Convenient location at Wan Chai

Interested parties, please send your full resume with current and expected salary to hr@harris-fraser.com.

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