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

HSBC
Hong Kong
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Communication","Interpersonal","Analytical","Customer centric","Teamwork"]

Role focuses on achieving insurance sales targets through collaboration with Customer Relationship Managers/branches, driving programs to foster an insurance culture among affluent segments, enabling cross-selling of insurance products, and ensuring compliance with bank policies while maintaining strong customer focus in a retail banking setting.

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FursaFursa
HSBC
HSBC
6 months ago

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

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Last checked: 2 hours agoStatus: Live

Job Summary

Role focuses on achieving insurance sales targets through collaboration with Customer Relationship Managers/branches, driving programs to foster an insurance culture among affluent segments, enabling cross-selling of insurance products, and ensuring compliance with bank policies while maintaining strong customer focus in a retail banking setting.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance

Key Responsibilities

  • •Achieve the insurance sales targets by collaboration with the assigned Customer Relationship Managers/branches
  • •Drive tactical programs to develop a robust insurance culture on need based financial planning to affluent segments
  • •Ensure sales staff are capable to cross-sell various types of insurance products and able to deliver innovative products to our customers
  • •Implement the Group’s/Bank’s Compliance policy by managing compliance risk, ensuring adequate compliance resources are in place and training is provided, fostering a compliance culture and optimizing relation with regulators

Key Requirements

  • •University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP
  • •Proven experience in insurance sales
  • •Good communication, interpersonal and analytical skills
  • •Strong self-motivation and drive to succeed, with ability to work under pressure
  • •Proficiency in English, Cantonese and Putonghua
Experience:BankingInsuranceFinancial servicesRetail banking
Education:Bachelor's
Skills:CommunicationInterpersonalAnalyticalCustomer centricTeamwork
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