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 around 255 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.
Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management
We are currently seeking high caliber professionals to join our department as Assistant Manager, 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
Requirements
University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP3 to 5 years’ insurance sales experienceGood communication, interpersonal and analytical skillsStrong self-motivation and drive to succeed, with ability to work under pressureProficiency in both English, Cantonese and PutonghuaCustomer centric mindset and ability to manage complex interactions effectivelyShown strong situation awareness, strong desire to learn and able to work in Agile environmentAdvocate of openness, able to create a cohesive teamwork and inspire othersHigh level of customer centricity mindset with dedication to deliver exceptional quality services for customersFor candidates with less relevant working experience, we will consider them as Senior Insurance Sales.