Wealth Management Manager (AVP) - Global Bank Insurance Job in 銀行及保險 in 所有澳門特別行政區地區 - Job Description


  • 公司名稱: MSS Recruitment

  • MSS Recruitment is largest and leading Executive Search & Recruitment Agency in Macau, providing many international and local companies operating in Macau with a 360° HR solution to support our clients' human resource strategies. MSS Recruitment owns hello-jobs.com, hello-learning.com and hello-jobs weekly in Macau resulting in the largest candidate database ownership and market penetration which ensure the right candidates are sourced for each client.

    MSS Recruitment Limited enjoys excellent testimonies from our clients though our excellent service which builds positive word of mouth and referrals leading to its No 1 market position in Macau.

Wealth Management Manager (AVP) - Global Bank Insurance

Our Client Global Bank (Insurance Division) provides you the best of two worlds - you can thrive as an insurance specialist as well as enjoy the advantages that come with being part of a leading global international bank.




  • Engage end to end wealth planning service including customer needs identification, solution recommendations, application fulfillment, and follow up

  • Provide specialist advice on appropriate wealth planning solutions to meet the family protection, education, retirement and legacy planning needs

  • Deliver against performance expectations across customer engagement, financial planning and new business KPIs

  • Manage individual portfolio to ensure the highest rate of customer satisfaction through post-sales and ongoing customer engagement

  • Proactively support team leader to collaborate with business referral partners, including but not limited to retail branches, third party organizations, intra-group referral





  • University Degree Holder

  • Holder of IIQE Paper 1 & 3

  • Solid year of experiences of working experience in Business development, client servicing or distribution support within banking or life insurance settings

  • Solid knowledge in Life Insurance Products

  • Strong coaching skills and strong business acumen

  • Excellent command of spoken and written Cantonese and Mandarin













  • 職位要求

  • 基層員工 
  • 所有澳門特別行政區地區, 澳門特別行政區 
  • 學士學位 
  • 銀行及金融服務業 
  • 銀行及保險 (銀行) 
  • 15/09/2021 


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