Assistant Manager, BBD Investment and Insurance Specialist

1 week ago


Hong Kong, Hong Kong SAR China Hang Seng Bank Limited Full time
Job description
A Career with Hang Seng Bank

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Commercial Banking - Corporate Wealth and Sales Management

Hang Seng's Commercial Banking business provides customized one-stop financial solutions to our corporate customers, from prime small and medium-sized businesses to publicly listed companies.
For customers conducting business locally or around the world, we offer a comprehensive range of services including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services. As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-made banking solutions through our relationship managers and dedicated specialists.
We are currently seeking a high caliber professional to join our department as Assistant Manager, BBD Investment and Insurance Sales Specialist.
Principal responsibilities
  • Mainly focus on investment & insurance (I&I) cross-selling in BBC mass segment
  • Promote DIY I&I together with BBC PMs to achieve BBC Center I&I business initiatives
  • Provide I&I basic training materials to BBC PMs for identifying potential clients
  • Identify potential HNW clients with investment interest and refer to CWM / BBD RM for long term relationship building
  • Encourage to refer potential clients to GI specialist
Requirements
  • University degree in Business Administration, Finance or related disciplines with minimum of 2 years relevant working experience
  • Passes in HKSI Licensing Examination for HKMA RI Type 1, 4, 7 registrations and passes Paper 1, 2, 3 of Insurance Intermediaries Qualifying Examination
  • Strong technical competency, good knowledge of the investment market and economic environment
  • Good sense of ownership and servicing mindset to ensure efficient and effective customer service processes
  • Proficiency in both English and Chinese; fluency in Putonghua and other dialects an advantage
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.


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