Senior Division Director/Division Director 區域總監／資深區域總監 (歡迎TTPS高才通/QMAS优才/IANG)

Waterdrop Financial Services (HK) Limited

  • 尖沙咀
  • 長期
  • 全職
  • 13天前
水滴金融服務（香港）有限公司（以下簡稱“水滴金融”）創立於香港，為個人和企業客戶提供專業的保險經紀及財富規劃服務，以用戶為本滿足多元化需求。公司憑藉前瞻性的營運理念、強大的產品業務支持網路、專業的規劃諮詢團隊為客戶的財富服務。透過這個龐大的平臺，我們為客戶提供理財策劃，強制性公積金，保險服務，風險管理等全方位金融服務。水滴金融母公司（水滴公司）已於二零二一年五月七日正式登陸紐約證券交易所（股票代碼：WDH）。https://www.waterdropfinancial.com/Key Responsibilities:
  • Build and maintain strong partnerships with prospective clients to drive business expansion and meet assigned sales targets.
  • Conduct regular client meetings to evaluate their Financial needs, understand their risk profiles, and identify cross-selling or upselling opportunities.
  • Offer expert advice and guidance on insurance/ Financial products, coverage options, and risk management strategies.
  • Composing tailor-made and professional financial solutions to customers that satisfy their changing financial needs, including risk management planning, retirement planning and family asset inheritance planning, etc.
  • Presenting financial solutions to individual and corporate clients
  • Build long-term customer relationship
  • Recruiting, establishing and managing a team of your own
  • Designing and implementing team strategies. managing the team to deliver business objectives
主要職責：
  • 建立和維護與潛在客戶的緊密關係,推動業務增長,實現分配的銷售目標。
  • 定期與客戶會面,評估他們的金融需求,了解他們的風險狀況,並發掘交叉銷售或升級銷售的機會。
  • 提供專業建議和指導,涵蓋保險/ 金融產品、承保範圍選擇以及風險管理策略。
  • 為客戶量身訂做專業理財方案，滿足客戶不斷變化的財務需求，包括風險管理規劃、退休規劃、家族資產繼承規劃等。
  • 為個人和企業客戶提供理財解決方案
  • 建立長期客戶關係
  • 招募、建立和管理自己的團隊
  • 設計和實施團隊策略，管理團隊實現業務目標
Job Requirements:
  • Bachelor degree holder or above
  • Self-motivated, target-oriented, passionate for winning and proactive
  • Possessing outstanding leadership qualities
  • A responsible team player
  • Excellent communicator with splendid analytical and organising skill
  • Good command of spoken and written Chinese and English
職位要求：
  • 本科以上學歷
  • 積極進取、目標明確、追求成功、主動
  • 了解招募和管理團隊
  • 高招募潛力理財師，打造自己的專業團隊
  • 有責任心、團隊精神強
  • 善於溝通、分析、組織能力強
  • 中英文口說和書寫流利

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