*On Broad after Bonus paid is Allowed 

Insurance Sales Team Head (Retail banking)

Responsibilities:

• Liaise with product owner on new product development and revamp initiatives to cope with customer needs
• Conduct in-depth analysis on insurance sales performance and the effectiveness of new insurance products
• Formulate and implement sales directives and drive relevant marketing activities for insurance business
• Formulate financial and non-financial target setting for insurance sales team
• Monitor and review the sales staff performance regularly
• Provide insights on latest development of insurance business in the local market
• Identify new business segments to nurture further growth on insurance business
• Ensure all control measures relevant to the jobs are undertaken to minimize risk exposure

Requirements:

• University graduate and preferably with relevant qualifications such as CFA, CFP or CFMP
• At least 6 years of insurance sales experience in banking field
• Good analytical skill and proficient in using various graphical, visual aids presentation tools
• Self-motivated with strong drive to succeed, able to work under pressure
• Good communication and interpersonal skills
• Fluent in spoken and written English, Chinese and Mandarin
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
• Fulfillment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance

Head of Green Zone Sales (Retail branch)

Responsibilities:

• Formulate and implement localized sales and marketing plans to achieve the assigned KPIs as well as to improve service quality and productivity
• Identify potential customers and groom them into Prestige Banking customers to maximize the customer loyalty and satisfaction
• Assist to manage and enhance capabilities/professionalism of the sales staff and provide coaching/support to them
• Obtain customer feedback and handle complaints in a professional manner
• Organize various promotional activities for acquiring new business
• Keep abreast of latest compliance requirements and recommend remedial actions when necessary

Requirements:

• University degree in a related discipline is preferred
• At least 3 years of sales experience in the banking industry
• Good leadership and coaching abilities
• Sound judgment and strategic planning skills
• Proficiency in both English and Chinese, Fluent Mandarin is preferred
• Passes in the Insurance Intermediaries Qualifying Examinations/Hong Kong Securities Institute Licensing Examinations
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.