Head of Broker Business, RO

1 month ago


Hong Kong, Hong Kong SAR China ZA Bank Full time

Responsibilities

  • Be a Responsible Officer of Insurance Broker
  • Drive business growth through the proper business referral models
  • Maintain a healthy business portfolio through quality servicing
  • Be responsible for managing and supervising the regulated activities, in full compliance with the internal and regulatory guidelines
  • Manage and supervise the licensed staff subject to the latest regulatory requirements, including licensing/ CPD requirements/ regular review on the licensed staff’s fit and proper requirements
  • Manage business planning, risk management and financial control of the Insurance Brokers team, including the partnership management, regulatory reporting/ monthly control report, product & insurer due diligence review, complaint handling and incident reporting
  • Manage the team operations with proper procedures to ensure full compliance to the regulatory requirements
  • Monitor Insurance Brokers’ compliance with the relevant rules, codes and guidelines issued by regulators

Requirements

  • Qualified as a Responsible Officer of Insurance Broker, with 15+ years of experience in insurance broker industry
  • Familiar with the business model of life insurance for both HK local and MCV segment
  • Good relationship with major life insurance companies in HK
  • Strong sense of ownership and responsibility
  • Good communication and interpersonal skills
  • Innovative thinking, agility and entrepreneurship is a plus
  • Candidates with client resources are strongly preferred


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