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- Develop and implement insurance business strategic plans, action plan and initiatives in achieving the Company's business targets - Sit in Investment Panel for insurance product assessment and clients' portfolio management - Regular research on insurance market trend and statistics, keep abreast of the insurance market development and obtain market intelligence - Identify and recommend appropriate insurance products to map with client needs - Work with Wealth Managers to perform client-centered portfolio review and design to ascertain the client's capacity for risk. - Develop and conduct regular insurance trainings to enhance insurance knowledge of Wealth Managers - Work with the compliance team to ensure the insurance sales practice is fully compliant - Establish good relationship with business partners and Wealth Managers to gain support for insurance product delivery strategies
- Degree in Business Administration, Economics, Finance, Statistics Marketing or related disciplines - At least 8 years' working experience in financial / insurance products management - Qualified for Register CE/RO License under IA with Insurance and Investment professional qualification, - -Qualified for SFC regulated activities type 1, 4 & 9 would be an advantage - Strong insurance product knowledge with sound knowledge in risk management on insurance & investment products - Creative, self-motivated, analytical and be attentive to details - Strong sense of commitment, mature, self-reliant and able work under pressure - Proficiency in written and spoken English, Chinese & Putonghua - Excellent communication and inter-personal skill - Candidate with more experience with be considered as Head of Insurance