Bancassurance
  Financial Services
Manager
   
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Bee Lam
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Job duties
 

Financial Services Managers are appointed as salaried employees of Prudential and stationed at the branches of our bank partner to provide insurance and wealth management services from Prudential.

At different stages of employment, our dedicated training team will provide you with comprehensive training in financial planning, as well as products knowledge and sales techniques. You will get to know step by step how to perform professional financial analysis, identify and recommend the right insurance, investment and retirement products to meet the varied financial needs of customers.

You will work closely with our bank partner's staff members, who will refer customers to you where appropriate for your professional financial analysis and advice.

 
As our Financial Services Manager, you will be rewarded with:
 
  Attractive remuneration package
    Guaranteed basic salary, plus uncapped commission and performance bonus
     
  Training & development
    We provide all sorts of professional financial training to gear you up to get started on a successful professional career
     
  Overseas conferences
    On reaching the sales target, you will be invited to various overseas conferences to exchange experiences with your peers and enjoy a pleasant trip at the same time
     
   
Year  
Organized by PDD
*
2013   Dubai + Abu Dhabi    
2012   Eastern Europe    
2011   Spain    
2010   Cairns, Australia    
2009   London, U.K    
    *PDD refers to Partnerships Distribution Department
     
  Group life and medical insurance benefits
    We also offer group life and medical insurance benefits to take care of you and your family's protection needs
     
  Provident fund scheme and annual leave
    You can participate in either MPF scheme or ORSO scheme, as well as enjoy the annual leave benefit
     
Requirements
  Form 5 or above, preferably with Bachelor's degree
  Keen interest in financial services
  Outgoing, energetic and self-motivated
  Fluent in Cantonese, English and Mandarin
  Excellent interpersonal and communication skills