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.
Insurance
the bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965.
Over the years, the bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.
Insurance is a fast-growing business and is one of the key drivers of the bank.
As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank’s retail and commercial network, with a dedicated team of professionals in place.
We are currently seeking a high caliber professional to join our department as Manager, Sales Process
Principal Responsibilities
Support sales teams in performing due diligence exercise and third-party risk assessment
Facility Distribution Governance Forum
Conduct gap analysis regarding current sales process against regulatory requirements and internal requirements
Analyze the current sales process and identify areas of inefficiency or bottleneck
Stay up-to-date with trends in sales process optimization, compliance best practices, and regulatory changes.
Share recommendations with sales leadership on a regular basis
Consult with sales leadership and managers to understand key challenges and requirements, including any regulatory compliance needs or system enhancement user requirements
Redesign the process to remove redundancies, and build in appropriate controls and compliance steps
Implement process improvements and new tools to automate repetitive tasks while maintaining compliance
D...
經驗要求：Entry level
連接業內人士以了解更多資訊（團隊情況、面試重點、申請建議）。
要求
Analyze the current sales process and identify areas of inefficiency or bottleneck
Stay up-to-date with trends in sales process optimization, compliance best practices, and regulatory changes. Share recommendations with sales leadership on a regular basis
Consult with sales leadership and managers to understand key challenges and requirements, including any regulatory compliance needs or system enhancement user requirements
Redesign the process to remove redundancies, and build in appropriate controls and compliance steps
Implement process improvements and new tools to automate repetitive tasks while maintaining compliance
Document user requirements and coordinate with IT/ system teams on any sales process system enhancement. Test new system / features and ensure they meet requirements before rollout
Train sales teams on the optimized sales processes. Provide necessary training on compliance requirements and any new systems
Continuously monitor and optimize the sales process to keep it efficient and effective, as well as compliant. Adjust as needed based on feedback, data, regulatory changes, and business requirements
University graduate in related disciplines or relevant qualifications, or candidate with relevant working experiences
Knowledge in insurance and retail banking compliance requirement will be an advantage
Strong self-motivation and creativity, with excellent project management, communication, problem solving and analytical skills
Demonstrated ability to rapidly build relationships with key stakeholders
Ability to work independently and meet tight deadlines without compromising quality
A team player, enthusiastic in driving and implementing projects, in addition to taking independent initiatives to achieve the required results
Proficiency in both spoken and written English and Chinese
Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes
