insurance specialist (>20% increment) in hong kong

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job details

hong kong
job category
banking & financial services
job type
working hours
reference number
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job description

  • Prestigious well-established bank
  • Attractive package with great commission and benefits
  • Partner with RMs

our client

Our client is a Well-established leading foreign bank in Hong Kong, providing comprehensive and quality financial services to clients across the globe. As part of large business expansion, an outstanding opportunity has arisen for an experienced Bancassurance/ wealth planning professional to join their team focusing on Commercial clients.

about the job

As the insurnace specialist in business banking, your prime responsibility is to:

  • Collaborate with Relationship Managers (RMs) or Branch Sales staff or New Business teams to provide professional Insurance planning services and Pre-Sales information, meet potential Clients and answer complex Insurance enquires
  • Analyze Clients’ financial situation and identify their financial needs, recommend relevant products and structure solutions to best suit their needs
  • Provide quality after-sales services to maintain the customer relationship and solicit referral business to expand the customer base
  • Work closely with RMs or Branch sales staff to optimize the sales results
  • Maximize business opportunities to achieve predictable sales targets / business goals
  • Coaching RMs for knowledge development

skills and qualifications

  • Tertiary or university level education, preferably in finance, business or a related discipline
  • A minimum of 3 years experience in Sales, preferably in Insurance products
  • Understanding of Client needs and a role model in being responsive
  • Clear thinker; concise and articulate and having regulatory knowledge will be an added advantage
  • Good writing and presentation skills

The successful candidate will be offered an excellent salary package and career prospect within a large multinational bank. An excellent opportunity to be part of growing business during a period of strategic business expansion.

If you have the right experience and skills for this role and would like to advance your career to the next level, please apply with your updated resume or contact Cathleen Chen (Consultant - Retail Banking) at 852 2232 3482 for further discussion or email you updated resume to