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

HSBC
Hong Kong
Workplace: OnsiteFull timeFunction: Insurance & ActuarialEducation: bachelorsSkills: ["Communication","Customer service","Problem-solving","Relationship management","Sales"]

Join Hang Seng Bank’s Wealth Sales Distribution as Prestige Private Insurance Sales, focusing on driving insurance opportunities for high-net-worth and mainlander clients, delivering retirement planning solutions, and expanding the customer base while upholding internal controls and risk management in a Hong Kong branch context.

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FursaFursa
HSBC
HSBC
6 months ago

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

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Last checked: 2 hours agoStatus: Live

Job Summary

Join Hang Seng Bank’s Wealth Sales Distribution as Prestige Private Insurance Sales, focusing on driving insurance opportunities for high-net-worth and mainlander clients, delivering retirement planning solutions, and expanding the customer base while upholding internal controls and risk management in a Hong Kong branch context.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial

Key Responsibilities

  • •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 Mainland customer segment
  • •Deliver Total retirement planning solution to the most prestige customers of HASE, particularly 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 and maintain internal control standards and compliance

Key Requirements

  • •University graduate preferred; CFA/CFP/CFMP/QRA/AEPP would be an advantage
  • •Proven 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)
  • •Proficiency in both English and Chinese; Fluent Putonghua preferred
  • •Customer centric mindset and ability to manage complex interactions effectively; Agile environment
Experience:Financial servicesBankingInsurance
Education:Bachelor's
Skills:CommunicationCustomer serviceProblem-solvingRelationship managementSales
Certifications:IIQEHKSI
Languages:EnglishChinesePutonghua

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