Hiring Bancassurance Insurance Specialist

Bancassurance / Insurance Specialist

September 26, 20241 min read

Job Reference: EPHK091701

Location: Hong Kong

Banking - Retail/Branch (Banking & Financial Services)

Capacity: Full time

Salary Range: $30,000 – $40,000 per month

Responsibilities:

  • Work closely with Branch Sales to serve High Net Worth customer

  • Champion the one-stop personal banking services at branches

  • Explore and develop long-term banking relationships with customers

  • Identify existing and prospective customers' needs of financial services, including insurance (medical) products

  • Appropriately map and provide relevant and suitable financial products & services to meet existing and prospective customers' needs

Requirements:

  • IIQE paper 1, 3

  • 2 years of solid experience in wealth management within the financial & insurance industry

  • Solid sales track record in developing relationships with customers

  • Fluent Chinese, English and Putonghua in Written and speaking

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