Senior Insurance Sales - Hang Seng Bank (HK) (Mongkok, Kowloon, HK)

HSBC
Hong Kong
Workplace: OnsiteFull timeFunction: Insurance & ActuarialEducation: bachelorsSkills: ["Communication","Interpersonal skills","Analytical skills","Self-motivation","Ability to work under pressure"]

Drive insurance sales performance in collaboration with customer relationship managers and branches, working to achieve insurance sales targets for affluent segments. Lead tactical programs that strengthen an insurance culture based on need-based financial planning. Ensure sales staff can cross-sell insurance products and deliver innovative solutions to customers. Manage compliance risk and implement group/bank compliance policies, including training and regulator engagement.

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FursaFursa
HSBC
HSBC
6 months ago

Senior Insurance Sales - Hang Seng Bank (HK) (Mongkok, Kowloon, HK)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Drive insurance sales performance in collaboration with customer relationship managers and branches, working to achieve insurance sales targets for affluent segments. Lead tactical programs that strengthen an insurance culture based on need-based financial planning. Ensure sales staff can cross-sell insurance products and deliver innovative solutions to customers. Manage compliance risk and implement group/bank compliance policies, including training and regulator engagement.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial

Key Responsibilities

  • •Achieve insurance sales targets by collaborating with assigned customer relationship managers and branches.
  • •Drive tactical programs to build an insurance culture using need-based financial planning for affluent segments.
  • •Ensure sales staff can cross-sell various insurance products and deliver innovative offerings to customers.
  • •Implement group/bank compliance policies by managing compliance risk and ensuring adequate compliance resources and training.
  • •Foster a compliance culture and optimize relationships with regulators.

Key Requirements

  • •University degree in a related discipline, preferably with relevant qualifications such as CFA, CFP, or CFMP.
  • •Proven experience in insurance sales.
  • •Good communication, interpersonal, and analytical skills.
  • •Proficiency in English, Cantonese, and Putonghua.
  • •Customer-centric mindset with ability to manage complex interactions effectively.
Experience:Insurance salesWealth managementFinancial services
Education:Bachelor's
Skills:CommunicationInterpersonal skillsAnalytical skillsSelf-motivationAbility to work under pressure
Certifications:CFACFPCFMPEnhanced Competency Framework (ECF)Certified Banker (CB)
Languages:EnglishCantonesePutonghua

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn