Executive Insurance Product Expert II

5 months 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.

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 260 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.



  • 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...


  • Hong Kong, Central and Western District, Hong Kong SAR China HFG Insurance Recruitment Full time

    About HFG Insurance RecruitmentWe are a leading recruitment agency specializing in insurance placements. Our extensive network and expertise enable us to provide top talent to our clients.Job OverviewThis is an exciting opportunity for a seasoned professional to take on a leadership role in our client's innovative Life Underwriting team in Hong Kong. As...


  • 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...


  • hong kong, Hong Kong SAR China Bowtie Life Insurance Company Full time

    Role Summary Bowtie’s mission is to make insurance good again and our vision is to build a category-defining health insurance company. As a young and fast-growing company, grooming and learning from the next generation is always our priority. We are looking for interns to join us throughout the year - as a Bowtie intern, you will be treated and work like...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Company OverviewHang Seng Bank Limited is committed to service excellence and recognizes the importance of attracting high-calibre talent. We offer a dynamic working environment, career development opportunities, and competitive compensation packages.Job DescriptionWe are seeking qualified individuals to join our Wealth Sales Distribution team as Executive...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Wealth Sales Distribution OpportunitiesHang Seng Bank Limited is a leading financial institution in Hong Kong, committed to delivering exceptional service excellence and providing best-in-class products and services to our customers. Our success is driven by our talented team members, who play a vital role in enhancing our performance and shaping the future...


  • hong kong, Hong Kong SAR China Nova Insurance Consultants Limited Full time

    Senior Account Manager, Employee Benefits (5 days work) Responsibilities: Report to Assistant Account Director, Employee Benefits; Provide high-quality broking services to existing and potential corporate clients; Achieve business growth by penetration from current portfolio and new prospects; Liaise with insurers and service providers to ensure a smooth...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    About Hang Seng BankHang Seng Bank Limited is a leading financial services organization in Hong Kong. Our people are our most important asset, and we seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities, and competitive compensation packages.Retail Distribution Department OverviewThe Retail...


  • Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    Job Title: Risk and Compliance ExpertCompany Overview: Global Executive Consultants Ltd. is seeking a seasoned professional to fill the position of Risk and Compliance Expert.Job Description:The ideal candidate will assist in managing all regulatory compliance matters, conduct independent reviews to assess policies and controls, review internal guidelines...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bowtie Life Insurance Company Full time

    Company OverviewBowtie Life Insurance Company Limited is a pioneering virtual insurer in Hong Kong, committed to revolutionizing the insurance industry with innovative and customer-centric solutions.


  • hong kong, Hong Kong SAR China Hong Kong University Full time

    Executive Assistant (at the rank of Clerk II) Apply now Ref.: 530791Work type: Full-timeDepartment: School of Chinese (04100)Categories: Executive / Technical / SupportExecutive Assistant (at the rank of Clerk II) in the School of Chinese (Ref.: 530791) (to commence as soon as possible, on a two-year fixed-term basis with contract-end gratuity and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Key ResponsibilitiesAs an Executive Insurance Product Expert I, you will provide retirement and financial planning solutions to top-tier customer segments. You will collaborate with Customer Relationship Managers to expand clientele in Mainland China and explore local insurance business opportunities.Identify customers' financial needs and deliver quality...


  • hong kong, Hong Kong SAR China Hong Kong University Full time

    Manager/ Assistant Manager (at the rank of Administrative Assistant II/ Executive Officer) The University of Hong Kong Ref.: 530870Work type: Full-timeDepartment: Li Ka Shing Faculty of Medicine (20000)Categories: Executive / Technical / SupportHong Kong Manager/Assistant Manager (at the rank of Administrative Assistant II/ Executive Officer) in the LKS...


  • hong kong, Hong Kong SAR China Hong Kong University Full time

    Senior Executive Assistant/Executive Assistant (at the rank of Clerk I/II) Apply now Ref.: 530971Work type: Full-timeDepartment: Centre for PanorOmic Sciences (22200)Categories: Executive / Technical / SupportAbout the Role The Senior Executive Assistant/Executive Assistant (at the rank of Clerk I/II) in the Centre for PanorOmic Sciences (CPOS) (Ref.:...


  • Hong Kong, Central and Western District, Hong Kong SAR China AIA International Limited. Full time

    Job OverviewAIA International Limited is seeking a highly skilled Health Insurance Expert to lead the channel activation function. As a key member of our marketing, distribution & partnership team, you will play a vital part in advancing our movement towards creating a healthier, more sustainable future.ResponsibilitiesDevelop and implement channel...


  • Hong Kong, Central and Western District, Hong Kong SAR China Ambition Full time

    Our client, a well-established general insurance company within APAC, is expanding rapidly and seeking candidates to join their product development team. This team focuses on both medical and non-medical products.Key Responsibilities:Contribute to product formulation and development for the general insurance businessSupport product marketing efforts,...


  • hong kong, Hong Kong SAR China QBE Insurance Group Full time

    Underwriter, Mortgage Insurance Underwriter, Mortgage Insurance Apply locations HKG - Quarry Bay Time Type: Full time Posted on: Posted 30+ Days Ago Job Requisition ID: 329677 Primary Details QBE MI Asia is an international provider of credit enhancement products that promote homeownership and facilitate mortgage transactions in the capital markets. We...


  • Hong Kong, Central and Western District, Hong Kong SAR China One Arrow Consulting Group Full time

    Job Opportunity: Insurance Business Development ExpertAre you looking for a challenging role in insurance business development? We have an exciting opportunity for an experienced Business Analyst/Quality Assurance Analyst to join our team at One Arrow Consulting Group.**Company Overview**We are a leading consulting firm specializing in insurance solutions....

  • Compliance Expert

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China Ark Group International (Hong Kong) Limited Full time

    Company OverviewThe Ark Group International (Hong Kong) Limited is a renowned institution dedicated to providing expert services in the realm of investment products. We are seeking an exceptional Compliance Expert to join our team, who will play a pivotal role in ensuring the integrity and adherence to regulations in our operations.Job DescriptionWe are...


  • hong kong, Hong Kong SAR China Hong Kong University Full time

    Manager/Assistant Manager (at the rank of Administrative Assistant II/Executive Officer) Ref.: 530900Work type: Full-timeDepartment: School of Clinical Medicine (23000)Categories: Executive / Technical / Support Manager/Assistant Manager (at the rank of Administrative Assistant II/Executive Officer) (several posts) in the School of Clinical Medicine ...