Job ref no.: 2300004677
Standard Chartered Bank

Wealth & Protection Manager

Standard Chartered Bank

The Role Responsibilities

  • To analyse customers personal financial situation and identify their needs in financial services; and recommends life insurance products and investment-linked products to best suit their needs.
  • To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.
  • To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
  • To provide training and coaching support to sales staff such that high-quality customer service can be delivered consistently.
  • To collaborate with branch sales staff to provide professional insurance planning services by meeting potential customers.
  • To update team manager on the business progress and outlook in formulation of corresponding support strategies.
  • Implement relevant measures including briefing and discussion forum to support sales and marketing programs.
  • To comply with the guidelines listed in operation manual and IPSP on all sales process.
  • To maximize business opportunities to achieve individual sales target.
  • To work closely with branch sales staff to optimize the sales results.
  • To co-ordinate and support sales events (e.g. seminars).

Our Ideal Candidate

  • Extensive knowledge on insurance products and services
  • Good communication, interpersonal and selling skills
  • HKSI and IIQE licensed

Role Specific Technical Competencies

  • Communicate with client to understand the client needs
  • Good presentation and selling skill

Apply Now to join the Bank for those with big career ambitions.

More job information
Job ref no. 2300004677
Job Function
Work Model
  • On-site / At the workplace
Employment Term
  • Permanent
  • Full-time
Career Level
  • Middle management level
  • N/A