Associate / Vice President, Insurance Team, Wealth Management

China Securities (International) Finance Holding Company Limited; Hong Kong; On-site; HKD 900,000 - 1,600,000; Full time

Job summary

China Securities (International) Finance Holding Company Limited is seeking an Associate / Vice President for the Insurance Team within Wealth Management in Hong Kong. The role emphasizes sales leadership to grow the client base and to build solid partnerships with business partners.

The candidate will collaborate with multiple teams to optimize client relationships and to develop insurance product solutions for Hong Kong and mainland China, while ensuring high service standards and regulatory

Qualifications

• Minimum 5 years' relevant experience in financial institutions.
• Solid knowledge of Insurance products.
• IA license is preferred.

Responsibilities

• Develop and identify potential clients, build and maintain strong relationships with retail and corporate clients in Hong Kong and mainland China.
• Identify market trends and understand client needs to develop and apply product and service solutions timely.
• Develop and maintain rapport with insurers, banks and other channels.
• Collaborates with Client Service, Operations, IT, Risk, Credit, Legal and other internal departments to optimize product and service delivery.
• Provide client service to designated clients.
• Perform ad-hoc duties as assigned by supervisor or management.

Skills

Insurance products

Education

Degree holder or above

Job description

Associate / Vice President, Insurance Team, Wealth Management

The candidate will play a key sales role in the Insurance Sales Team;

Partner with different teams to optimize the client base and expand business;

Develop and maintain solid relationships with business partners.

Job Responsibilities

Develop and identify potential clients, build and maintain strong relationship with retail and corporate clients in Hong Kong and mainland China;

Identify the market trend and understand client needs to develop and apply product and service solutions on a regular and timely basis;

Develop and maintain rapport and solid relationships with insures, banks and other channels;

Collaborates with Client Service, Operations, IT, Risk, Credit, Legal and other internal departments to optimize product and service delivery;

Provide client service to the designated clients;

Perform ad-hoc duties as assigned by supervisor or management.

Requirements

Degree holder or above with minimum of 5 years' relevant experience in financial institutions;

Solid knowledge in Insurance products;

Licensed person of IA are preferred;

Good command of written and spoken English and Chinese (Cantonese and Putonghua Bilingual preferred);

Responsible, hardworking, self-motivated, independent, customer-oriented, team player, able to work under pressure and handle multiple tasks.