Mobile Insurance Specialist - Hong Kong Business 財務策劃副總裁 , 财富管理及个人银行业务
Foreign bank · Large bank
Kowloon CityOn-site
Role overview
Some careers open more doors than others.
If you’re looking for a career where you can make a real impression, join the banking group 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 banking group offers opportunities, support and rewards that will take you further.
Retail Banking and Wealth (RBW) Hong Kong helps deliver on the banking group’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people.
Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs.
Retail Banking and Wealth has four key business areas responsible for efficiently bringing the best of the banking group to our clients through a broad and relevant suite of retail banking and wealth capabilities: Asset Management, Global Private Banking & Wealth, the banking group Life, Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as a Mobile Insurance Specialist.
in this role you will:
Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads with a key focus on targeted customer group in Hong Kong
Develop and retain quality relationship with targeted customer group; Manage individual insurance portfolios, conduct regular contact to Premier mainland customers to ensure the highest rate of customer satisfaction and persistency
Engage end-to-end insurance service, including customer needs identification, solution recommendations, application fulfilment, and follow up
Provide specialist advice on appropriate insurance solutions to meet the insurance and protection needs of Premier customers are well fulfilled
Establish effective working relationships with ot...
Experience: Entry level
Connect with an insider to learn more about this role (team culture, interview focus, and how to stand out).
