Job Description

Our client specializes in providing financial services for high-net-worth clients, including premium financing and private banking product solutions.

Responsibilities:

• Provide clients with high-level of financial advices and services, including premium financing and private banking product solutions.
• Develop and implement premium financing strategies to meet the needs of clients and the company.
• Keep up-to-date with industry trends and regulatory requirements related to premium financing.
• Address clients' needs and concerns through face-to-face or phone communications.
• Collaborate with the team to improve efficiency and achieve goals.
• Build long-term relationships with clients and explore new business opportunities.

Requirements:

• Good Command of English and Mandarin, with fluent Cantonese.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving skills.
• Strong understanding of insurance policies and financing options.
• At least five grades pass in HKCEE/ HKDSE, including Chinese/ English and Mathematics.
• Able to establish long-term relationships with clients and explore new business opportunities.
• Knowledge of financial planning and banking product solutions will be a plus.