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Industrial and Commercial Bank of China (Asia) Limited

Senior Wealth Management Advisor (Insurance Specialist), RBD

Central, Central and Western DistrictSales

About the role

FinEx AI summary

Liaise with branches to prepare sales plans and activities, review tactical and strategic plans to grow sales revenue and meet targets within regulatory framework. Develop insurance sales capacity through coaching, training and advisory support, and manage sales force performance. Monitor high net worth client portfolios and ensure compliance with HKMA and SFC requirements.

Core skills

Insurance SalesSales CoachingTrainingSales AdvisoryRegulatory ComplianceHKMA

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