Waterdrop Finance

Waterdrop Financial Services (Hong Kong) Limited

HongKong
Listed Companies
100-499 employees

Waterdrop Financial Services (Hong Kong) Limited (hereinafter referred to as "Waterdrop Financial") was established in Hong Kong and provides professional insurance brokerage and wealth planning services to individual and corporate customers, meeting diversified needs from the perspective of users. The company relies on forward-looking business philosophy, strong product business support network, and professional planning consulting team to provide wealth services to customers. Through this massive platform, we provide our customers with financial planning, mandatory provident fund, insurance services, risk management, etc. The parent company of Waterdrop Financial (Waterdrop Company) officially listed on the New York Stock Exchange (stock code: WDH) on May 7, 2021.

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Registration Information

BRN/Business Registration Number

Date of Establishment

Company Address

33029227

2002-10-02

SUITE 2001, 20/F, TOWER 1, CHINA HONG KONG CITY,, 33 CANTON ROAD, TSIM SHA TSUI,, KLN, HONG KONG

*BRN/Business Registration Number is an identifier only and is not for dialing

*Data Sources and Liability Disclaimer.

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Opening positions (32)
Banking & Financial Services
Administration & Office Support
Customer Service
Insurance
Community Services

1 to 3 yrs


No degree required

$ *****

Flexible working hours for greater work flexibility

Flexible bonuses, generous remuneration, enhancing earning potential

3 to 5 yrs


No degree required

$ *****

Flexible working hours

Generous remuneration package

No experience limit


No degree required

$ *****

Team commission + unlimited personal commission + special bonus

Transparent and rapid career development, reaching management level

Flexible working hours

3 to 5 yrs


Bachelor

$ *****

Competitive compensation package, including performance bonuses and fundraising commissions

Comprehensive pre-employment training and continuous professional development

Opportunity to make a meaningful impact in the social service sector

1 to 3 yrs


Higher Diploma or Associate Degree

$ *****

Competitive salary package and performance bonuses

Comprehensive pre-job training and ongoing professional skill development support

Open and supportive team working environment

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3 to 5 yrs


No degree required

$ *****

Flexible working hours for greater flexibility

Flexible bonuses, generous remuneration to incentivize performance

No experience limit


No degree required

$ *****

Customized financial planning and diversified investment portfolios

Opportunities to advance to management and earn team commissions

No experience limit


No degree required

$ *****

Generous team commission, maximizing clients' benefits

Opportunities for promotion to management level, sharing expertise

Customized financial planning, diversified investment portfolio

No experience limit


No degree required

$ *****

Flexible working hours for greater flexibility

Flexible bonus for richer remuneration

No experience limit


No degree required

$ *****

Substantial team commission, promotion opportunities, tailored financial planning

Building a dedicated team, effective team management strategies, sharing experience

Mandarin Relationship Manager / Mandarin Customer Manager (Welcome Fresh graduate, up to 40K)

水滴金融·Financial Services
HK$ *****
No degree required
1 to 3 yrs exp
HK work permit required
Working day negotiable, Hybrid

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Job Description

Job Description:

  • 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.

  • Prepare and present comprehensive insurance proposals, including policy terms, coverage details, and premium calculations, tailored to clients' specific requirements.

  • Stay informed about industry trends, regulatory changes, and new insurance products to provide clients with the most relevant and up-to-date information.

  • Achieve and surpass assigned sales targets, revenue objectives, and client retention metrics.

Job Description:

  • Establish and maintain close relationships with potential customers, drive business growth, and achieve assigned sales targets.

  • Regularly meet with customers, evaluate their financial needs, understand their risk situation, and discover opportunities for cross-selling or upselling.

  • Provide professional advice and guidance, covering insurance/financial products, choice of coverage, and risk management strategies.

  • Prepare and submit a comprehensive insurance proposal, including policy terms, coverage details, and premium calculations, to meet the specific needs of the customer.

  • Closely monitor industry trends, regulatory changes, and new insurance products, and provide customers with the most relevant and up-to-date information.

  • Achieve and exceed assigned sales targets, revenue targets, and customer retention metrics.

Requirement:

  • Hold IIQE Paper 1, 3.

  • With IIQE Paper 4, 5 would be an advantage.

  • Degree Holder

  • At least 2 years of experience in the Financial industry .

  • Strong interpersonal, communication and problem solving skills

  • Excellent working attitude and willing to learn

  • Proficient in written and spoken English and Chinese, fluency in Mandarin is preferable

Requirements:

  • Holding IIQE Paper 1, 3 qualification certificates.

  • Having IIQE Paper 4, 5 qualification certificates will be an advantage.

  • Have academic degrees and qualifications.

  • Have at least 2 years of experience in the financial industry.

  • Positive and proactive work attitude, willing to learn.

  • Proficient in written and oral expression in English and Chinese (especially Mandarin)

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Languages
Mandarin
Skills
Finance
New Business
Brokerage

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Eva Wu
Waterdrop Finance · Consultancy Recruitment

Job Location

尖沙咀-Tsim Sha Tsui, Yau Tsim Mong

尖沙咀

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Location

Direction


Company Overview
Waterdrop Financial Services (Hong Kong) Limited (hereinafter referred to as "Waterdrop Financial") was established in Hong Kong and provides professional insurance brokerage and wealth planning services to individual and corporate customers, meeting diversified needs from the perspective of users. The company relies on forward-looking business philosophy, strong product business support network, and professional planning consulting team to provide wealth services to customers. Through this massive platform, we provide our customers with financial planning, mandatory provident fund, insurance services, risk management, etc. The parent company of Waterdrop Financial (Waterdrop Company) officially listed on the New York Stock Exchange (stock code: WDH) on May 7, 2021.
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