Our client, a various banking group in Hong Kong, is now looking for the high caliber candidates for their position of Insurance Sales Expert and Assistant Personal Banking Manager.


Insurance Sales Expert (25-55K)

Responsibilities:
 

• Manage individual insurance portfolio to ensure the highest rate of customer satisfaction

• Partner with Relationship Manager team to serve High Net Worth customer

• Create insurance opportunities by identifying customers wealth management needs and introduce appropriate insurance solutions

• Provide tailor-made advices and reviews to clients on a regular basis and post-sales services to clients

• Explore and develop long-term banking relationships with customers

Requirements:
 

• University degree or above

• IIQE paper 1, 2, 3

• 3 - 8 year sales experience in Insurance of IFA industry

• Solid sales track record in developing relationships with customers

• Fluent in Cantonese, English and Putonghua

• Candidate with banking experience will be considered as Senior Position

Assistant Personal Banking Manager (24-35K)

Responsibilities:
 

• Create business opportunities by building strong relationship with customers with existing and potential customers

• Responsible for full range of general banking products such as deposit, insurance, credit card, mortgage, loan, account opening, etc.

• Work to understand customers’ banking needs for promoting banking product and service

Requirements:
 

• University degree or above

• 2 years’ experience in banking, insurance, IFA or financial institution

• Passed in IIQE, HKSI license is an advantages

• Strong communication and interpersonal skills

• Proficiency in both English and Chinese, with proficiency in Putonghua an advantage

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