Insurance Solutions Expert

12 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

Company Overview

Hang Seng Bank Limited is committed to service excellence and recognizes the importance of attracting high-calibre talent. We offer a dynamic working environment, career development opportunities, and competitive compensation packages.

Job Description

We are seeking qualified individuals to join our Wealth Sales Distribution team as Executive Insurance Product Experts. Key responsibilities include providing retirement and financial planning solutions to top-tier customers, collaborating with Customer Relationship Managers to expand the clientele of Mainland China and explore local insurance business, identifying customers' financial needs, and delivering quality after-sales services.

Principal Responsibilities

  • Develop and implement personalized retirement and financial planning strategies for high-net-worth clients
  • Partner with Customer Relationship Managers to enhance cross-border sales and explore new revenue streams
  • Conduct thorough needs analysis to deliver exceptional customer experiences
  • Design and conduct training sessions for Customer Relationship Managers to improve their knowledge and skills in promoting insurance products

Requirements

  • University graduate or relevant professional qualification such as CFA, CFP, CFMP, or QRA
  • Minimum 4 years' experience in insurance sales, preferably with exposure in selling universal life insurance policies
  • Excellent interpersonal and presentation skills, self-motivated with a strong drive to succeed
  • Proficiency in English and Chinese, with Putonghua proficiency an advantage
  • Customer-centric mindset and ability to manage complex interactions effectively
  • Strong situation awareness, willingness to learn, and ability to work in an Agile environment
  • Curious and passionate about thinking deeply and rationally
  • High level of customer centricity with dedication to delivering exceptional quality services


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