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Insurance Specialist, Retail Banking

Talent Axis Management Consulting Group LimitedHong Kong

30+ days ago

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

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Insurance Specialist • Hong Kong

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