Hang Seng Bank

Assistant Insurance Sales Manager

Hang Seng Bank
Full Time
Junior (less than 3 years)
English, Cantonese

Job Description

Assistant Insurance Sales Manager

Assistant Insurance Sales Manager

Retail Distribution - Wealth Sales Distribution

Hang Seng'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 more than 250 branches and automated banking centres, including over 60 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population, offering an extensive range of products.

We are currently seeking a high caliber professional to join our Wealth Sales Distribution as Assistant Insurance Sales Manager.

Principal responsibilities:
  • Achieve the assigned sales targets for Universal Life insurance business by collaboration with the assigned Customer Relationship Managers/branches
  • Bloom the Universal Life insurance business by uncovering any potential needs for high net worth segment
  • Ensure sales staff are capable to cross-sell life insurance products
  • 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
  • University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP
  • 2 to 5 years' insurance sales experience
  • Good communication, interpersonal and analytical skills
  • Strong self-motivation and drive to succeed, with ability to work under pressure
  • Proficiency in both English and Chinese
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
e-mail: [email redacted, apply via Jobable]

Professional Qualifications

  • Certified Financial Planner (CFP)
  • CFA Level III / CFA Charterholder

Technical Skills

  • Compliance
  • Life Insurance
  • Sales
  • Training
  • Wealth Management