Executive Insurance Product Expert I (Cross-boundary)
Local bank · Large bank
MongkokOn-site
Role overview
Some careers have more impact than others.
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.
Retail Distribution
the bank'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 around 254 branches and automated banking centres, including around 50 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.
Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.
We are seeking qualified individuals to join our Wealth Sales Distribution as Executive Insurance Product Expert I (Cross-boundary).
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 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
Experience: Entry level
Connect with an insider to learn more about this role (team culture, interview focus, and how to stand out).
Requirements
University graduate or possessing relevant professional qualification such as CFA, CFP, CFMP and QRA will be an advantage
Proven experience in insurance sales, 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
Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
