Manager, Investment and Insurance Sales, Corporate Banking
Local bank · Large bank
CentralOn-site
Role overview
Some careers have more impact than others.
CMB
If you’re looking for a career where you can make a real impression, join the bank and discover how valued you’ll be.
Whether you want a career that could take you to the top, or simply take you in an exciting new direction, the bank offers opportunities, support and rewards that will take you further.
Commercial Banking - Corporate Wealth and Sales Management
the bank’s Commercial Banking business provides customized one-stop financial solutions to our corporate customers, from prime small and medium-sized businesses to publicly listed companies.
around the world, 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.For customers conducting business locally or around the world, 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 caliber professional to join our team as Manager, Investment and Insurance Sales, Corporate Banking.
Principal responsibilities
Identify business opportunities through direct customer contact and referral to maximize the sales and penetration of investment and insurance products to target customer segment
Provide high quality investment and insurance services to selected corporate customers to anchor the relationship base and build loyalty with our customers
Conduc...
Experience: Mid / Senior level
Connect with an insider to learn more about this role (team culture, interview focus, and how to stand out).
Requirements
University degree in Business Administration, Finance or related disciplines with proven relevant working experience
Good knowledge of investment products and strong technical competency with good knowledge of the investment market and economic environment. Preferably a CFP or CFA.
Passes in HKSI Licensing Examination for HKMA RI Type 1, 4, 7 registrations and passes all relevant papers of Insurance Intermediaries Qualifying Examination
Strong self-motivation with good communication, interpersonal and analytical skills
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
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
Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
