Insurance Business Development Specialist

2 days ago


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

About Hang Seng Bank Limited

We are a leading bank in Hong Kong, committed to service excellence and dedicated to providing best-in-class products and services to our customers.

Our Wealth Sales Distribution Team

We are seeking qualified individuals to join our Wealth Sales Distribution team as Prestige Private Insurance Sales Specialists.

Key Responsibilities

  • Drive the insurance business by identifying and capturing opportunities with prompt follow-up to deepen customer penetration, particularly among high-net-worth and Mainlander customers.
  • Deliver total retirement planning solutions to prestige customers, focusing on the Mainlander and top-tier segments.
  • Assist CRMs/ECRMs in identifying customers' financial needs for retirement and legacy planning, providing appropriate insurance solutions.
  • Expand the customer base for insurance products while ensuring adherence to internal control standards and minimizing risk exposure.
  • Maintain awareness of operational risk and implement measures to minimize its likelihood.

Requirements

  • University graduate preferred; professional certifications like CFA, CFP, or QRA are advantageous.
  • Minimum 5 years of insurance sales experience, preferably with universal life insurance policy exposure.
  • Attain relevant professional and regulatory qualifications, such as IIQE Paper 1, 2, and 3, or HKSI Paper 1, 7, and 8.
  • Proficiency in English and Chinese languages; fluent Putonghua is preferred.
  • Customer-centric mindset, ability to manage complex interactions, and strong situation awareness.
  • Dedication to delivering exceptional quality services and a passion for learning and growth.


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