insurance specialist (remarkable increment) in Hong Kong

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job details

hong kong
banking & financial services
job type
reference number
cathleen chen, randstad hong kong
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job description

  • Prestigious bank
  • Great salary increment and incentive scheme
  • Great internal mobility
about the company.
Our client is a Well-established leading foreign bank in Hong Kong, providing comprehensive and quality financial services to clients across the globe. As part of large business expansion, an outstanding opportunity has arisen for an experienced Bancassurance/ wealth planning professional to join their team focusing on Commercial clients.
about the job.
As the insurance specialist, your prime responsibility is to:
  • Collaborate with branch sales staff to provide professional insurance planning services by meeting potential customers
  • Analyze customers’ personal financial situation and identify their needs in financial services; and recommends life insurance products and investment-linked products to best suit their needs.
  • Provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
  • Work closely with branch sales staff to optimize the sales results.
  • Provide training and coaching support to sales staff such that high quality customer service can be delivered consistently.
  • Implement relevant measures including briefing and discussion forum to support sales and marketing programs.
skills & experiences required.
  • Tertiary or university level education, preferably in finance, business or a related discipline
  • A minimum of 3 years experience in Sales, preferably in Insurance products
  • Understanding of Client needs and a role model in being responsive
  • Clear thinker; concise and articulate and having regulatory knowledge will be an added advantage
  • Good writing and presentation skills

The successful candidate will be offered an excellent salary package and career prospect within a large multinational bank. An excellent opportunity to be part of growing business during a period of strategic business expansion.

If you have the right experience and skills for this role and would like to advance your career to the next level, please apply with your updated resume or contact Cathleen Chen (Senior Consultant - Retail Banking) at 852 2232 3482 for further discussion or email you updated resume to