Financial Planning Manager – Personal Banking Division
Responsibilities:
- Acquire and solicit new bancassurance business through different channels, such as
cross-selling, referral, personal business connections, etc.
- Identify customers’ financial needs and cross-sell suitable bancassurance products
to the customers
- Provide feedback on all issues pertaining to marketing, product acceptance and
other issues related to the bancassurance products
- Provide quality and value-added service to customers in accordance with the Bank's
service standards
- Ensure all bancassurance selling activities are in compliance with bank’s guidelines
- Conduct Due Diligence Checking and“KYC”process for customers
Requirements:
- Bachelor’s Degree or above in Business, Finance, Economics or related disciplines
preferred
- Minimum of 3 years of relevant insurance selling experience
- Pass in IIQE papers 1, 2, 3 or equivalent
- Relevant Enhanced Competency Framework (ECF) qualification is preferable
- Strong knowledge of insurance products, market trends, competitive activities in
general industries and with awareness of overseas markets
- Proven track record in marketing and selling insurance products
- Familiar with regulatory requirements for carrying out insurance business
- Good team player with strong service and customer orientation, self-motivated with good communication and interpersonal skills
- Proficient in both spoken and written Chinese (Mandarin and Cantonese) and
English
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