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Insurance Specialist, Retail Banking

Insurance Specialist, Retail Banking

Talent Axis Management Consulting Group LimitedHong Kong
30 天前
职位描述

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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