Investment and Insurance Specialist
3 weeks ago
Hang Seng Bank Limited is committed to service excellence and seeks a high-calibre professional to join our department as Assistant Manager, BBD Investment and Insurance Sales Specialist.
Key Responsibilities
- Mainly focus on investment & insurance (I&I) cross-selling in BBC mass segment
- Promote DIY I&I together with BBC PMs to achieve BBC Center I&I business initiatives
- Provide I&I basic training materials to BBC PMs for identifying potential clients
- Identify potential HNW clients with investment interest and refer to CWM / BBD RM for long term relationship building
- Encourage to refer potential clients to GI specialist
Requirements
- University degree in Business Administration, Finance or related disciplines with minimum of 2 years relevant working experience
- Passes in HKSI Licensing Examination for HKMA RI Type 1, 4, 7 registrations and passes Paper 1, 2, 3 of Insurance Intermediaries Qualifying Examination
- Strong technical competency, good knowledge of the investment market and economic environment
- Good sense of ownership and servicing mindset to ensure efficient and effective customer service processes
- Proficiency in both English and Chinese; fluency in Putonghua and other dialects an advantage
About Hang Seng Bank Limited
Hang Seng is committed to service excellence and continually enhances its performance for customers. We offer a dynamic working environment, good career development opportunities, and competitive compensation packages. Our Commercial Banking business provides customized one-stop financial solutions to corporate customers, from prime small and medium-sized businesses to publicly listed companies. We are a reliable financial partner, attending to the specific business needs of our customers and providing efficient tailor-made banking solutions through our relationship managers and dedicated specialists. Visit Hang Seng Career Page and sign up with our Talent Community to receive the latest information about our career opportunities in Hang Seng Hong Kong.
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