Financial Planning Manager, Offshore Banking

Financial Planning Manager, Offshore Banking

  • Strictly adhere Bank Culture and promote the Bank's corporate & community image
  • Promote a wide range of financial services with focus on long term insurance products.
  • Achieve financial goal through selling of life insurance products
  • Provide sales support in life insurance and conduct coaching to sales staff in sales channel (either onshore or offshore)
  • Implement "one-stop financial solution" to target customers
  • Plan, implement and monitor promotion programs and seminars
  • Comply with the internal guidelines and external regulatory requirements
  • Provide quality service to customers


  • University graduate or above
  • 3-5 years' relevant experience
  • Strong self-motivation with outgoing personality and ability to work independently
  • Pass in IIQE and fulfillment of the competency requirements to carry out relevant regulated activities (Types 1 & 4) as defined under the SFO
  • ARWP or CRWP is preferred
  • In-depth knowledge in insurance
  • Proficiency in both English and Chinese. Fluent in Mandarin is preferred
  • Good team player
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