In the cutthroat world of financial planning, most risk and financial advisers are assessed on the volume of business they bring in. However, Zurich Insurance Group (Hong Kong) takes a different approach.
'We look at the capability of people as a whole rather than just at the business volume they generate,' said Miranda Wong, deputy head of channel, Zurich Advice, the revamped financial advisory unit launched earlier this year.
The unit is seeking risk and financial advisers whose responsibilities will be to understand customers' needs in an interactive way; provide them with the most fitting goal-based financial planning solutions and arrange regular follow-ups to assess if their requirements have changed.
Aside from looking after Zurich's existing client pool, advisers would need to develop their own network of clients with the company's support, Ms Wong said.
University graduates with a minimum of two years' experience in areas of customer service and marketing will get preference.
But more importantly, the individuals must share the same vision as the company, be passionate about the job, interested in the business, have a sense of responsibility and good communication skills. Those joining will undergo three months of training. Mentors will accompany advisers on client visits up to twice a month when training is complete, with the aim of identifying problem areas.
