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Sales Department
Department
Position
Sales Department
Financial Planning Trainee / Financial Planning Manager
Duty:
· Providing diversified wealth management solutions to clients
· Provide professional investment advisory services with a full range of wealth management products to clients with tailor-made solutions including Insurance, Fund Investment, Trust and Group Business Referral
· Solicit new businesses and maintain long-term relationships with clients by advising market knowledge and news
· Ensure the selling processes comply with the company's policies and all applicable regulatory guidelines
Sales Department
Relationship Manager / Customer Service Representative
Duty:
· Providing customer service and sales support that span across various customer segments;
· Providing quality written communication via digital service channels and platforms to resolve customer enquiries
· Offer relevant products, services and solutions across multiple digital platforms in a timely manner;
· Provide an engaging and proactive service for customer needs.
Sales Department
Team Head / Account Manager / Account Executive (5-day work)
Responsibilities：
· Conduct sales activities and provide suitable insurance product based on customer needs;
· Handle customer enquiries and cross-sell extensive ranges of services from our Centaline Group;
· Answer the call-in enquiries and distribute the leads to responsible person;
· Ensure the selling processes are in compliance with the company’s policies and all applicable regulatory guidelines.
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Sales Department
Financial Planning Trainee / Financial Planning Manager
Duty:
· Providing diversified wealth management solutions to clients
· Provide professional investment advisory services with a full range of wealth management products to clients with tailor-made solutions including Insurance, Fund Investment, Trust and Group Business Referral
· Solicit new businesses and maintain long-term relationships with clients by advising market knowledge and news
· Ensure the selling processes comply with the company's policies and all applicable regulatory guidelines
Sales Department
Relationship Manager / Customer Service Representative
Duty:
· Providing customer service and sales support that span across various customer segments;
· Providing quality written communication via digital service channels and platforms to resolve customer enquiries
· Offer relevant products, services and solutions across multiple digital platforms in a timely manner;
· Provide an engaging and proactive service for customer needs.
Sales Department
Team Head / Account Manager / Account Executive (5-day work)
Responsibilities：
· Conduct sales activities and provide suitable insurance product based on customer needs;
· Handle customer enquiries and cross-sell extensive ranges of services from our Centaline Group;
· Answer the call-in enquiries and distribute the leads to responsible person;
· Ensure the selling processes are in compliance with the company’s policies and all applicable regulatory guidelines.