Financial Planner / Wealth Planning Specialist | 17-20K
Macao
- Guaranteed monthly income
- Welcome fresh graduates
- Proficient in English
Lcoation: Macau
Guaranteed Monthly income: MOP 17-20K (Depending on experience)
Competitive commission scheme
Welcome fresh graduates interested in Insurance industry
Responsibilities
- Provide expert advice to customers on suitable insurance solutions while assisting them throughout the insurance sales process to meet their protection needs effectively.
- Support customer referrals by helping at promotional booths or making outbound calls to identify business opportunities.
- Assist in generating referral leads for the Macau Branch by understanding customers' additional wealth requirements or onboarding non-bank clients.
- Help manage customers' insurance portfolios to promote satisfaction and retention.
- Gather feedback from customers to assist in identifying areas for process improvement and product development.
Requirements
- University Degree Holder.
- Strong proficiency in Microsoft Office.
- Excellent communication and interpersonal skills.
- Fluent in English and Cantonese
Interested parties please feel free to WhatsApp at +852 94240952
Type:
Permanent
Category: Financial Services - No Selection Required
Reference ID:
228-14112025-HR
Date Posted:
14/11/2025