Insurance Specialist, Retail Banking

Job title: Insurance Specialist, Retail Banking

Company: Talent Axis


Job description: Job Highlights: * Welcome Insurance Agent

• 2 years Insurance selling experience
• Fast track promotion and High quarterly incentive

Responsibilities:

• Assist in driving the insurance business by identifying & capturing insurance business opportunities with prompt follow up so as to deepen customer penetration, particularly the ‘HNW’ and the ‘Mainlander’ customer segment
• Assist Relationship Manager to identify their customers’ financial needs on retirement and legacy planning in order to provide the appropriate insurance solution for them
• Explore & expand customer base for insurance products
• Ensure all control measures relevant to the job are undertaken to minimize risk exposure
• Maintain the Group’s/ Bank’s internal control standards, implement and observe the Group’s/ Bank’s Compliance Policy and maintain awareness of operational risk and minimize the likelihood of it occurring

Requirements:

• University graduate, preferably with professional qualifications such as CFP or CFA
• Pass in the Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer
• Minimum of 2 years insurance sales experience

地址︰香港上環干諾道中 111 號永安中心 23 樓 2302 室Web-site :Email :Phone : +852 2905 8900

Expected salary:

Location: Sheung Wan, Hong Kong

Job date: Mon, 06 Jan 2025 23:41:47 GMT

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