Financial Planner

by Varsha Mankani in Insurance/Pension funding    2nd Nov, 2020       Hong Kong, Hong Kong, Hong Kong SAR

Financial Planner


Our client is a leading insurance firm and we are now seeking fast paced, aggressive and money-driven candidates to join the team.


  • Provide insurance advisory services to clients depending on their needs and risk appetite.       
  • Meet and engage with business prospects/ existing clients on a regular basis.     
  • Hit and overachieve sales and business targets.
  • Conduct market research to keep updated with latest trends and regulations.    
  • Build a solid pool of potential clients by networking, asking for referrals, attending conferences and seminars etc.      
  • Prepare various reports for management’s review     
  • Participate in ad hoc tasks


  • Diploma/ Degree holder
  • HKCEE with 5 passes. Must have passed in (English OR Chinese) AND Mathematics    
  • IIQE license holder of 1 and 3 preferred   
  • At least 1-2 years of sales experience gained in the financial services industry.    
  • Fast paced, sales-driven and self-motivated.    
  • Not afraid to meet new people. Strong communication and interpersonal skills.
  • Fluent in Cantonese. Business level English and Mandarin.

Job suggestion for you

Varsha Mankani

Varsha Mankani

For more information about this job opportunity please contact our consultant.

Latest jobs

Head, Private Banking

by Vinita Sheoran in Banking & Financial Services
24th Sep, 2020 HKD 200k - HKD 250k


by Lauris Yip in Legal Services
24th Sep, 2020 Negotiable

Assistant Store Manager

by Susanna Kwok in Retail
9th Sep, 2020 HKD 20k - HKD 25k

E-commerce Specialist

by Lauris Yip in FMCG
18th Nov, 2020 Negotiable

Gemini Personnel

Gemini Personnel

Social Links