Senior Wealth Management Advisor (Insurance Specialist), RBD
Core
Senior Wealth Management Advisor specializing in insurance, responsible for developing sales capacity, coaching the sales force, and managing high net worth client portfolios to achieve sales targets.
Role type
Senior IC wealth management advisor (insurance specialist)
Builds
Insurance sales plans and client portfolio enhancements
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
sales planning, sales coaching, portfolio management, regulatory compliance, client experience enhancement, sales target achievement
Preferred skills
IIQAS, CFA, CFP, FRM
Technologies
None stated
Responsibilities
Prepare sales plans and activities with branches, review tactical and strategic plans to boost revenue, develop insurance sales capacity and provide coaching/training, manage sales force to achieve targets, monitor high net worth client portfolios, comply with HKMA and SFC guidelines
Seniority
Senior, hands-on IC