Hong Kong Job Openings
HSBC
Prestige Private Insurance Sales – Hang Seng Bank (HK)
Mong Kok
FULL TIME
November 28, 2024
Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.
- Assist in driving the insurance business by identifying & capturing insurance business opportunities with prompt follow up so as to deepen HASE customer penetration, particularly the ‘HNW’ and the ‘Mainlander’ customer segment
- Deliver ‘Total retirement planning’ solution to the most prestige customers of HASE, particular the mainlander and ‘top-tier’ customer segment
- Assist CRMs/ECRMs to identify their customers’ financial needs on retirement and legacy planning in order to provide the appropriate insurance solution for them
- Explore & expand customer base for insurance products
- Ensure all control measures relevant to the job are undertaken to minimize risk exposure
- Maintain the Group’s/ Bank’s internal control standards, implement and observe the Group’s/ Bank’s Compliance Policy and maintain awareness of operational risk and minimize the likelihood of it occurring
- University graduate preferred; CFA/CFP/CFMP/QRA/AEPP would be an advantage
- Minimum of 5 years insurance sales experience; Exposure in universal life insurance policy would be an advantage
- Attain appropriate professional and regulatory qualifications (IIQE Paper 1, 2 and 3 is a must/ HKSI Paper 1, 7 and 8 is preferred)
- Attain any internal standards as required by country
- Proficiency in both English and Chinese; Fluent Putonghua preferred
- Customer centric mindset and ability to manage complex interactions effectively
- Shown strong situation awareness, strong desire to learn and able to work in Agile environment
- Be curious and with passion to think deeply and rationally
- High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
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