Insurance Product Expert

1 month ago


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

Hang Seng Bank Limited is seeking a high-calibre professional to join our Retail Distribution team as an Executive Insurance Product Expert II. This role is responsible for driving the insurance business by identifying and capturing insurance business opportunities, delivering total retirement planning solutions, and ensuring all control measures are undertaken to minimize risk exposure.

Key Responsibilities
  • Assist in driving the insurance business by identifying and capturing insurance business opportunities with prompt follow-up to deepen HASE customer penetration, particularly the 'HNW' and the 'Mainlander' customer segment.
  • Deliver 'Total retirement planning' solutions to the most prestige customers of HASE, particularly the mainlander and 'top-tier' customer segment.
  • Assist CRMs/ECRMs to identify customers' financial needs on retirement and legacy planning to provide the appropriate insurance solution.
  • Explore and expand customer base for insurance products.
  • Ensure all control measures relevant to the job are undertaken to minimize risk exposure.

Requirements
  • University graduate preferred; CFA/CFP/CFMP/QRA would be an advantage.
  • Minimum of 4 years insurance sales experience; 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.

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