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 an Insurance Product Expert.
In this role you will:
Manage individual insurance portfolio to ensure the highest rate of customer satisfaction
Partner with experienced Relationship Managers to create insurance opportunities by identifying customers wealth management needs and introduce appropriate insurance solutions
Take the lead in planning the activities of a team of Relationship Managers while cooperating with them in meeting business objectives
Implement effective strategies, increase productivity in the High Net Worth/Premier market segment
Establish effective working relationships with partnered Relationship Managers
Provide professional wealth management services, such as regular financial review, to ensure appropriate wealth management solutions are offered ...
Experience: Entry level
Connect with an insider to learn more about this role (team culture, interview focus, and how to stand out).
Requirements
Good level of verbal English and Cantonese, with Putonghua preferred
Excellent communication, interpersonal, motivational and presentation skills
Strong drive and great sense of ownership and self-initiation to achieve excellence
