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Insurance Specialist, Retail Banking
Talent Axis Management Consulting Group LimitedHong Kong30 天前
职位描述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 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
Job Highlights :
- Welcome Insurance Agent
- 2 years Insurance selling experience
- Fast track promotion and High quarterly incentive
Responsibilities :
Requirements :
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Insurance Specialist • Hong Kong