Executive Insurance Product Expert II

Insurance • Mong Kok, Hong Kong, HK • 15h ago

Retail Distribution – Wealth Sales Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 255 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

We are currently seeking high caliber professionals to join our department as Executive Insurance Product Expert II.

Principal 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 ‘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

Requirements

University graduate preferred; CFA/CFP/CFMP/QRA would be an advantage
Minimum of 4 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

Visit Hang Seng Career Page and sign up with our Talent Community to receive the latest information about our career opportunities in Hang Seng Hong Kong.

All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed.

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