Wealth Planning Advisor
China Construction Bank
Hong Kong

Main Responsibilities

  • Identify insurance needs of customers and conduct sales on various life, medical, A&H products.
  • To provide good service to customer and provide end-to-end solution to meet customer- requirement
  • Conduct sales activities within the compliance and regulatory boundaries To co-ordinate sales training with insurers to frontline associates
  • Requirements

  • University graduate with 5-7 years working experience in insurance sales.
  • Qualifications in IIQE / HKSI related areas are required
  • Sales oriented personality, good interpersonal skill and customer orientation. Strong selling and negotiation skills
  • Good PC skills
  • Good oral and written communication skills in both English and Chinese (Mandarin and Cantonese) Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.
  • All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.


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