Senior Insurance Product Specialist

7 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time
Hang Seng Bank Limited: Insurance Expert Role

Hang Seng Bank Limited is seeking a highly skilled Insurance Expert to drive its insurance business forward. The ideal candidate will have a strong background in insurance sales and a proven track record of success.

Key Responsibilities:
  • Identify and capture insurance business opportunities to deepen customer penetration.
  • Develop and deliver Total Retirement Planning solutions to prestige customers.
  • Assist CRMs/ECRMs in identifying customer financial needs to provide tailored insurance solutions.
  • Explore and expand customer base for insurance products.
  • Maintain internal control standards and minimize risk exposure.

Requirements:
  • University graduate preferred, with CFA/CFP/CFMP/QRA qualifications advantageous.
  • Minimum 4 years insurance sales experience, with universal life insurance policy knowledge beneficial.
  • Attain relevant professional and regulatory qualifications.
  • Proficiency in English and Chinese, with fluent Putonghua preferred.
  • Customer-centric mindset and ability to manage complex interactions.

About Hang Seng Bank Limited
Hang Seng Bank Limited is a leading financial institution in Hong Kong, committed to service excellence and customer satisfaction. We offer a dynamic working environment, good career development opportunities, and competitive compensation packages.

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