Insurance Sales Manager, Wealth Management Specialist

4 weeks ago


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

Hang Seng Bank Limited is a leading financial services institution in Hong Kong. We are committed to service excellence and strive to continually enhance our performance for customers.

Role Overview

We seek high-calibre professionals to join our department as Assistant Manager, Insurance Sales.

Job Description

The primary responsibilities of this role include:

  • Achieving insurance sales targets through collaboration with Customer Relationship Managers/branches.
  • Driving tactical programs to develop a robust insurance culture focused on need-based financial planning for affluent segments.
  • Ensuring sales staff can cross-sell various types of insurance products and deliver innovative solutions to customers.
  • Implementing the Group's/Bank's Compliance policy by managing compliance risk, ensuring adequate resources, training, and fostering a compliance culture.
Requirements

To be successful in this role, you should possess:

  • A university degree in a related discipline and relevant qualifications such as CFA, CFP, or CFMP.
  • 3-5 years' experience in insurance sales.
  • Strong communication, interpersonal, and analytical skills.
  • Self-motivation and drive to succeed, with the ability to work under pressure.
  • Proficiency in English, Cantonese, and Putonghua.
  • A customer-centric mindset and ability to manage complex interactions effectively.
  • Strong situation awareness, a desire to learn, and the ability to work in an Agile environment.
  • An advocate of openness, able to create cohesive teamwork and inspire others.
  • A high level of customer centricity with dedication to delivering exceptional quality services.
Compensation and Benefits

The estimated salary range for this role is HKD 600,000 - HKD 1,200,000 per annum, depending on qualifications and experience. Additionally, we offer a dynamic working environment, good career development opportunities, and competitive compensation packages.



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