About the Client
Our client is a premier, highly established life insurance and wealth management institution in Hong Kong, backed by a prominent regional conglomerate. They are rapidly expanding their agency network to deliver high-net-worth financial planning, legacy management, and comprehensive protection solutions across the region.
Key Responsibilities
- Join a specialized banking-to-insurance transition program offering a structured monthly financing advance plus performance bonuses and uncapped commissions.
- Provide customized financial strategy, wealth preservation, and risk management solutions to affluent individuals and corporate clients.
- Capitalize on personal banking networks and market insights to acquire high-value clients and expand your financial advice portfolio.
- Conduct routine portfolio reviews with clients to adapt coverage and investment strategies to shifting market conditions.
- Maintain long-term client relationships to uphold high service quality and sustain high policy retention benchmarks.
- Complete structured professional onboarding and continuous development courses to ensure full regulatory compliance.
Requirements
- Bachelor's degree or diploma in Business, Finance, Economics, or a related field.
- Minimum 3 years of sales experience in financial institutions, with strong preference for former Relationship Managers (RMs) or wealth management specialists from retail/private banking.
- Valid qualification in Insurance Intermediaries Qualifying Examination (IIQE) Paper 1 and Paper 3.
- Proven historical sales track record with a verifiable past annual income of HKD 250,000 or above.
- Clean financial background with a TransUnion (TU) credit rating of Grade F or above within the last 3 months.
- Excellent relationship management, presentation, and communication skills in Chinese and English.
Salary & Package Highlights
- Monthly Base Allowance: HKD 15,000 to HKD 50,000 per month fixed financing advance for the first 2 years.
- Uncapped Commission: Uncapped Commission at a high rate and bonuses on top of the monthly base allowance.
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