Financial Services Professional
3 weeks ago
Hang Seng Bank Limited is committed to delivering exceptional service and excellence in its operations. We seek to attract high-calibre talent by offering a dynamic working environment, opportunities for career growth, and competitive compensation packages.
Commercial Banking - Corporate Wealth and Sales Management
Our Commercial Banking business provides customized financial solutions to corporate customers, from small and medium-sized businesses to publicly listed companies. We offer a comprehensive range of services, including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance, and e-Banking services. As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-made banking solutions through our relationship managers and dedicated specialists.
We are currently seeking a high-calibre professional to join our department as Assistant Manager, BBD Investment and Insurance Sales Specialist. The successful candidate will be responsible for:
- Mainly focusing on investment & insurance (I&I) cross-selling in BBC mass segment
- Promoting DIY I&I together with BBC PMs to achieve BBC Center I&I business initiatives
- Providing I&I basic training materials to BBC PMs for identifying potential clients
- Identifying potential HNW clients with investment interest and referring to CWM / BBD RM for long-term relationship building
- Encouraging referrals to GI specialists
Requirements
- University degree in Business Administration, Finance, or related disciplines with a minimum of 2 years of 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
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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