HK - GCB - Insurance Specialist
CitibankFull Time
Junior (less than 3 years)
Higher Diploma / Foundation Year / Associate Degree to Bachelor
English, Cantonese, Mandarin (Putonghua)
Technical Skills
- Client Relationship Management
- Financial Planning
- Mathematics
- Sales
Job Description
HK - GCB - Insurance Specialist
Location: APAC-HKG-Hong Kong-Hong Kong
- To work with relationship managers in total client relationship building and financial planning propositions
- To serve clients in complete scope of insurance products, namely whole life savings plans, universal life, endowment plans, retirement planning and general insurance
- To lead and support the branch sales staff to achieve the insurance goal
Qualifications
- Degree holder with at least two years of insurance product sales experience and proven track record
- HKSI Paper 1, 7 & 8 or equivalent plus IIQE Paper 1, 2, 3, 4 & 5
- Passes in Chinese or English and Mathematics in HKCEE or equivalent* is a MUST
*All high school public examinations (such as university entry examinations) will be recognized as equivalent to HKCEE - Proactive and result-oriented with strong selling skills
- Fluent in English, Cantonese and knowledge of Mandarin preferred
- Good relationship building and communication skills
Professional Qualifications
- IIQE 1 - Principles and Practice of Insurance Examination
- IIQE 2 - General Insurance Examination
- IIQE 3 - Long Term Insurance Examination
- IIQE 4 - Investment-linked Long Term Insurance Examination
- IIQE 5 - Travel Insurance Agents Examination
- HKSI 1 - Fundamentals of Securities and Futures Regulation
- HKSI - Any Paper