Senior / Insurance Specialist

4 weeks ago


Hong Kong, Hong Kong SAR China Standard Chartered Bank Full time

RESPONSIBILITIES

To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.

Strategy

To co-ordinate and support sales events ( seminars)

Business

To work closely with branch sales staff to optimize the sales results. To maximize business opportunities to achieve individual sales target

Processes

To comply with the guidelines listed in operation manual and IPSP on all sales process 

People & Talent

To provide training and coaching support to sales staff such that high-quality customer service can be delivered consistently. Implement relevant measures including briefing and discussion forum to support sales and marketing programs

Risk Management

To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager. 

Governance

To comply with the guidelines listed in operation manual and IPSP on all sales process

Regulatory & Business Conduct

Display exemplary conduct and live by the Group’s Values and Code of Conduct.  Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. Lead to achieve the outcomes set out in the Bank’s Conduct Principles Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Other Responsibilities

Embed Here for good and Group’s brand and values, Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)

Our Ideal Candidate

IIQE 1-3,5 and SI 1,7,8

Role Specific Technical Competencies

Extensive Knowledge on insurance products Good presentation and selling skill Communicate with client to understand the client needs
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