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HK - GCB - Insurance Specialist
Full-time
Posted
Technical Skills
- CRM
- 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 & 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
| Employment Type | Full-time |
| Education Level | Higher Diploma / Associate Degree to Bachelor |
| Qualification | 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 |
| Language | English, Cantonese, Mandarin (Putonghua) |
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CitibankFinancial Services, Retail and Commercial Banking
Citibank first started operating in Hong Kong in 1902. At the time they were the first foreign bank to offer its services there. They now boast a network of 48 branches spread over Hong Kong Island, Kowloon, the New Territories and Macau.
Citibank offers many bank accounts options as well as numerous investment products, loans and credit cards to its clients. Participating in community life has always been a central pillar in Citi’s business outlook and since 2003, more than 260,000 students in Hong Kong and Macau have benefited from Citi’s financial education programs.
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