Financial Planning Manager / Officer
Ref. Code. wy-FPMO0808w



  • Stationed at the bank branches and work closely with District / Branch Managers and other referral staff to conduct bancassurance sales
  • To implement business plans at the bank branches for promoting bancassurance business




  • Degree holder with passes in IIQE Paper 1, 3 and 5
  • Minimum of 3 years' relevant experience in insurance or banking industry, with proven track record in financial planning
  • Excellent time management and communication skills
  • Strong in customer selling and sound relationship building skills with branch staff
  • Flexible and adaptable working in bank branches environment
  • Proficiency in MS Office applications
  • Good command of both written and spoken English and Chinese


Interested candidates, please forward your resume in WORD format to [email protected] quoting reference 'wy-FPMO0808w' in the subject line


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