Hang Seng Bank

Senior Insurance Sales

Hang Seng Bank
Full Time
Intermediate (3-6 years)
English, Cantonese

Job Description

Senior Insurance Sales

Senior Insurance Sales

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 170 branches and automated banking centres, including over 50 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 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
  • University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP
  • 3 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: recruit01@hangseng.com

Professional Qualifications

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

Technical Skills

  • Compliance
  • Customer Service
  • Financial Planning
  • Sales
  • Training