Executive Insurance Product Expert II
3 days ago
Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further. Retail 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 254 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 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 Requirement University graduate preferred; CFA/CFP/CFMP/QRA would be an advantage Proven experience in insurance sales; 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 Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage. The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks. _______________________________________ More Job Information Job Function 銀行 · 金融服務 - 一般 · 其他 Location 旺角 Employment Term 全職 Employment Term 長期 Education 學士 #J-18808-Ljbffr
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Senior Insurance Product Expert for HNW
3 days ago
hong kong, Hong Kong SAR China Hang Seng Bank Full timeA leading financial services institution in Hong Kong seeks an Executive Insurance Product Expert II to enhance their insurance business. This role requires strong insurance sales experience and a customer-centric mindset. You will deliver retirement planning solutions to prestigious clients while ensuring compliance with internal control standards....
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Insurance Product Expert – Wealth
1 day ago
Hong Kong Island, Hong Kong SAR China Hang Seng Bank Full timeA financial institution in Hong Kong is seeking a qualified Executive Insurance Product Expert I to join their Wealth Sales Distribution team. This role involves providing retirement and financial planning solutions, collaborating with Customer Relationship Managers, and identifying customers' financial needs. Ideal candidates will have a university degree,...
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Executive Insurance Product Expert I
1 day ago
hong kong, Hong Kong SAR China Hang Seng Bank Full timeSome Careers Have More Impact Than Others. If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further. Retail...
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Executive Insurance Product Expert I
1 day ago
Hong Kong Island, Hong Kong SAR China Hang Seng Bank Full timeSome careers have more impact than others. If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further. Retail...
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Insurance Product Manager
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Hong Kong Island, Hong Kong SAR China KGI Bank Company Limited Full timeAdd expected salary to your profile for insights Stay informed about insurance market trends and product developments; provide periodic business strategy recommendations and efficiently execute the bank’s strategies to achieve targets. Establish and maintain strong relationships with partners (insurance brokers, insurance companies, etc.); manage partners...
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Insurance Specialist Manager
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Head of Products
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Hong Kong Island, Hong Kong SAR China Bowtie Life Insurance Company Full timeRole 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 great talents who share our values to architect our class-leading health and protection...
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Executive Officer II
1 week ago
hong kong, Hong Kong SAR China City University of Hong Kong Full timeFinance Office Executive Officer II (carrying the job title of “Assistant Finance Manager”) / Project Co‑ordinator II Business Unit of the Finance Office is in charge of a wide portfolio of administrative services, including facilitating the University’s procurements, managing insurance policies and co‑ordinating claims, enforcing the...
