Insurance Expert (Bank)
PermanentBanking & Finance
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 High Net Worth 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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