Insurance Sales Expert for Wealth Management
1 month ago
Hang Seng Bank Limited is a leading financial institution in Hong Kong, committed to delivering exceptional service excellence and providing best-in-class products and services to our customers. Our success is driven by our talented team members, who play a vital role in enhancing our performance and shaping the future of our organization.
About the Role
As an Executive Insurance Product Expert I, you will be responsible for providing retirement and financial planning solutions to top-tier customer segments. You will collaborate with Customer Relationship Managers to expand clientele in Mainland China and explore local insurance business opportunities. Your key responsibilities will include identifying customers' financial needs, delivering quality after-sales services, and conducting training sessions for Customer Relationship Managers to enhance their knowledge and skills in promoting insurance products.
Key Responsibilities:
- Provide expert advice on retirement and financial planning solutions to high-net-worth individuals.
- Collaborate with Customer Relationship Managers to develop and execute business plans, focusing on expanding clientele in Mainland China and exploring local insurance business opportunities.
- Conduct thorough assessments of customers' financial needs and deliver tailored after-sales services to ensure their satisfaction.
- Develop and deliver comprehensive training programs for Customer Relationship Managers to enhance their skills and knowledge in promoting insurance products.
Requirements:
- You should hold a university degree or possess relevant professional qualifications such as CFA, CFP, CFMP, or QRA.
- A minimum of 4 years' experience in insurance sales, preferably with exposure to universal life insurance policies.
- Excellent interpersonal and presentation skills, with a strong drive to succeed and self-motivation.
- Proficiency in English and Chinese, with the ability to converse in Putonghua being a definite advantage.
- Customer-centric mindset and the ability to manage complex interactions effectively.
- Strong situation awareness, desire to learn, and ability to work in an Agile environment.
- Curiosity and passion for thinking deeply and rationally.
- High level of customer centricity mindset with dedication to deliver exceptional quality services for customers.
Salary Information:
An attractive salary package is offered, commensurate with your experience and qualifications, estimated to be around HK$120,000 - HK$180,000 per annum, plus benefits and bonuses.
Hang Seng Bank Limited offers a dynamic working environment, good career development opportunities, and competitive compensation packages. We are an equal opportunities employer and welcome applications from all qualified candidates.
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