about the company.
Our client is one of the largest international banks. This renowned bank provides professional financial management services to retail customers in Hong Kong. Due to the substantial demand on its business, the bank is looking for an Insurance Specialist to join their retail banking team.
about the team.
You will also be supported by the middle and back office on sales activities to make it easier to drive revenues. You will join a result-oriented team with strong management support from leadership.
about the job.
-You will work with relationship managers to conduct a thorough needs analysis to customers to determine a wealth management solution.
-You will drive and implement insurance sales strategy in order to achieve the insurance business target
-You will assess the investment objectives, current needs, and future goals to create asset allocation strategy
-You will promote appropriate insurance products to achieve customers’ asset allocation plans.
-You will perform warm calling and referrals to source and develop insurance business.
skills & experiences required.
You are a self-motivated individual with good interpersonal skills who has a keen sense to achieve sales targets.
You will have 3+ years experience with a wide and deep understanding of insurance products.
You will hold valid Licenses of HKSI 1,7,8 and IIQE 1,2,3, 5. You will be proficient in English, Cantonese and Mandarin.
If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out more opportunities in Retail / Private Banking contact Morris Cheng at +852 2232 3436 or email email@example.com