Financial Planning Manager

  • Competitive
  • Hong Kong
  • CDI, Plein-temps
  • China CITIC Bank International Limited
  • 19 août 17

Solicit insurance business and to provide after-sale services to the customers.


  • Achieve sales target and business KPIs.
  • Provide consultative insurance service to customers and offer solution to meet their needs.
  • Work closely with Relationship Manager in achieving assigned business target and customer servicing.
  • Act as an insurance specialist in branch and provide professional support in insurance products distribution and servicing.
  • Meet service quality, compliance, operational excellence and any other standards defined in the bank.


  • Degree holder in Business Administration or related disciplines is preferred.
  • Possess IIQAS for selling insurance products.
  • Minimum 1 year of insurance selling experience in banking industry.
  • Familiar with retail banking practices and products.
  • Strong sales drive with good interpersonal and communication skills.
  • Good command of written and spoken English and Chinese (including Putonghua).

For more details about career opportunities with the Bank, please visit our website  Please apply with full resume stating current and expected salaries via

Personal data collected will be used for recruitment related purposes only. Applicants not invited for interview within 6 weeks may consider their applications unsuccessful. However, applicants may be considered for other suitable positions within the Group for a period of not more than 2 years. Personal data will be destroyed at any time after 3 months.

China CITIC Bank International is committed to being an equal opportunities employer and intends to provide a work environment free of unlawful discrimination or harassment.  All employment decisions will be made in a non-discriminatory manner.