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Retail Distribution – Wealth Sales 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 currently seeking high caliber professionals to join our team as Senior Insurance Sales.
Principal responsibilities
Achieve the insurance sales targets by collaboration with the assigned Customer Relationship Managers/branches
Drive tactical programs to develop a robust insurance culture on need based financial planning to affluent segments
Ensure sales staff are capable to cross-sell various types of insurance products and able to deliver innovative products to our customers
Implement the Group’s/Bank’s Compliance policy by managing compliance risk, ensuring adequate compliance resources are in place and training is provided, fostering a compliance culture and optimizing relation with regulators
Requirements:
University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP
Proven experience in insurance sales
Good communication, interpersonal and analytical skills
Strong self-motivation and drive to succeed, wi...
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
University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP
Proven experience in insurance sales
Good communication, interpersonal and analytical skills
Strong self-motivation and drive to succeed, with ability to work under pressure
Proficiency in both English, Cantonese and Putonghua
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
Advocate of openness, able to create a cohesive teamwork and inspire others
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.
