Business Development Manager
1 week ago
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 255 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.
Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.
We are seeking qualified individuals to join our Wealth Sales Distribution as Business Development Manager (Medical)
Principal responsibilities
- Involves working closely with HSBC Life and HASE branch sales team to implement an end-to-end sales and customer journey that meet assigned ANP goal.
- Responsible for driving the medical sales process within the branch, ensuing immediate support for customers and sales teams.
- To achieve the assigned sales targets for insurance products by collaboration with assigned CRMs or GBOs or ISs at branch network to implement sales plan, and to carry out various sales activities such as portfolio study with CRMs or GBOs, meeting customers, soliciting referrals, participating in customer activities, etc. To provide professional insurance support to CRMs or GBOs or ISs and to proactively explore any untapped customer resources at branch network
- To apply the sales technique of 'Medical reserve' to deliver a complete insurance solution to 'Prestige' or 'Preferred' segment customers
- University graduate preferred; CFA/CFP/CFMP/QRA/AEPP would be an advantage
- Minimum of 2 years insurance sales experience (preferably in medical insurance)
- Attain any internal standards as required by country
- Proficiency in both English, Cantonese and Putonghua
- 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
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