Senior Insurance 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 continually enhancing our performance for customers. We offer a dynamic working environment, good career development opportunities, and competitive compensation packages.

Job Summary

We are seeking a qualified Senior Insurance Specialist to join our Wealth Sales Distribution team as Prestige Private Insurance Sales. The successful candidate will assist in driving the insurance business by identifying and capturing insurance opportunities with prompt follow-up. They will deliver total retirement planning solutions to prestige customers and maintain the Group's internal control standards.

Responsibilities

  • Drive the insurance business by identifying and capturing insurance opportunities with prompt follow-up.
  • Deliver total retirement planning solutions to prestige customers, particularly the mainlander and top-tier customer segments.
  • Assist CRMs/ECRMs to identify customers' financial needs on retirement and legacy planning.
  • Explore and expand the customer base for insurance products.
  • Maintain the Group's internal control standards, implement, and observe the Group's Compliance Policy.

Requirements

  • University graduate preferred; CFA/CFP/CFMP/QRA/AEPP would be an advantage.
  • Minimum of 5 years insurance sales experience; exposure in universal life insurance policy would be an advantage.
  • Attain appropriate professional and regulatory qualifications (IIQE Paper 1, 2, and 3 is a must/HKSI Paper 1, 7, and 8 is preferred).
  • Attain any internal standards as required by country.
  • Proficiency in both English and Chinese; fluent Putonghua preferred.
  • Customer-centric mindset and ability to manage complex interactions effectively.
  • Shown strong situation awareness, strong desire to learn, and able to work in Agile environment.
  • Be curious and with passion to think deeply and rationally.
  • High level of customer-centricity mindset with dedication to deliver exceptional quality services for customers.

What We Offer

We offer a competitive salary range of HK$80,000 - HK$120,000 per annum, depending on experience, plus benefits such as medical insurance, pension scheme, and paid holidays.

Location

This role is based in Hong Kong, with primary location subject to final decision by RSS Management.



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