Insurance Expert Consultant

6 days ago


Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

About Hang Seng Bank

Hang Seng Bank is a leading financial institution in Hong Kong, committed to service excellence and customer satisfaction. Our team of professionals is dedicated to providing top-notch products and services to our customers.

Executive Insurance Product Expert Role

The Executive Insurance Product Expert will be responsible for providing retirement and financial planning solutions to our top-tier customer segment. This includes collaborating with Customer Relationship Managers to expand our clientele in Mainland China and exploring local insurance business opportunities.

Key Responsibilities

  1. Develop and implement insurance solutions tailored to customers' financial needs
  2. Collaborate with Customer Relationship Managers to identify new business opportunities
  3. Conduct training sessions to enhance Customer Relationship Managers' knowledge and skills in promoting insurance products

Requirements

  1. University graduate or professional qualification such as CFA, CFP, CFMP, or QRA
  2. Minimum 4 years' experience in insurance sales, preferably with universal life insurance policy experience
  3. Excellent interpersonal and presentation skills, with a strong drive to succeed
  4. Proficiency in English and Chinese, with ability to converse in Putonghua an advantage
  5. Customer-centric mindset and ability to manage complex interactions effectively


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