Hays | Retail/ Semi-private Bank Insurance Specialist

4 days ago


hong kong, Hong Kong SAR China Hays Full time
Retail/ Semi-private Bank Insurance Specialist

Your new company
Your new company is a top tier local retail/ Semi-private bank, providing excellent financial planning for customers while maintaining an enjoyable workplace for employees.

Your new role

  • Collaborate with branch sales to provide professional financial services to customers.
  • Provide coaching for branch sales based on product knowledge.
  • Analyse customers' personal financial situation and needs, recommending the best products to suit their needs.

What you'll need to succeed

  • IIQE 1, 2, 3
  • At least 1 year of bank Insurance Specialist experience (Agency profile would be considered as Relationship Manager)
  • HKDSE or above academic qualification
  • Good team player

What you need to do now
If you're interested in this role or want to know more about the market opportunities, click 'apply now' to forward your updated resume.

Desired Skills and Experience
Insurance Specialist, IIQE, Retail Banking, Financial Planner

Seniority level

Entry level

Employment type

Full-time

Job function

Business Development, Customer Service, and Sales

Industries

Banking, Financial Services, and Insurance Agencies and Brokerages

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