Insurance Sales and Wealth Management Professional

21 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

At Bank Of China (Hong Kong) Limited, we are seeking an experienced Senior Insurance Specialist to join our team.

About the Role

We are looking for a highly skilled and motivated individual who can achieve individual/branch/area insurance sales business targets. The successful candidate will be responsible for providing professional wealth management services and strengthening customer relationships while fulfilling all-round insurance needs.

Main Responsibilities

  • Drive insurance sales business growth through strategic planning and execution;
  • Develop and maintain strong relationships with customers to understand their financial goals and provide tailored solutions;
  • Collaborate with cross-functional teams to design and deliver training programs that enhance insurance selling skills within the branch network;
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and optimal performance.

Requirements

  • Degree holder or above in Banking, Finance, or related disciplines;
  • At least 2 years of working experience, including 1 year of experience in bancassurance;
  • Hold qualifications in IIQE & HKSI;
  • Possess knowledge of general banking principles and practices;
  • Proficient in Cantonese, Mandarin, and English in both written and verbal communication;
  • Excellent communication and interpersonal skills, with ability to work independently and under pressure;
  • Candidates with less experience may be considered for the role of Deputy Insurance Specialist.

Benefits

The successful candidate will enjoy a competitive compensation package and opportunities for career advancement within our dynamic organization.



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