Job ref no.: CT3130040-01#0118
Hang Seng Bank

Executive Insurance Product Expert

Hang Seng Bank

Retail Distribution – Wealth Sales Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 290 branches and automated banking centres, including around 60 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

We are seeking qualified individuals to join our Wealth Sales Distribution as Executive Insurance Product Expert.

Principal responsibilities

  • Provide retirement and financial planning solutions to top-tier customer segment
  • Collaborate with Customer Relationship Managers to expand the clientele of Mainland China and to explore local insurance business
  • Identify customers’ financial needs and deliver quality after-sales services
  • Conduct training sessions for Customer Relationship Managers to enhance their knowledge/skills in promoting insurance products 

Requirements

  • University graduate or possessing relevant professional qualification such as CFA, CFP, CFMP and QRA will be an advantage
  • Minimum 4 years’ insurance sales experience, preferably with exposure in selling universal life insurance policy
  • Excellent interpersonal and presentation skills, self-motivated with strong drive to succeed
  • Proficiency in English and Chinese; able to converse in Putonghua a definite advantage
  • 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

The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at the HSBC Group.  As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey.  If so, one of our  Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed.

More job information
Job ref no. CT3130040-01#0118
Salary
Job Function
Industry
Employment Term
  • Permanent
  • Full-time
Experience
  • 4 years - 20 years or above
Career Level
  • Middle management level
Education
  • Degree