Insurance Sales Manager, Wealth Management Specialist
4 weeks ago
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 OverviewWe seek high-calibre professionals to join our department as Assistant Manager, Insurance Sales.
Job DescriptionThe 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.
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.
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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