Bancassurance Growth Specialist - Banking & Wealth

DBS Bank Ltd; Hong Kong; On-site; HKD 420,000 - 540,000; Full time

Job summary

DBS Bank Ltd. is seeking a Product Sales professional in Hong Kong to promote bancassurance, cross-sell products, and manage customer needs with a focus on compliance. The role emphasizes sales execution, appointment setting, and closing deals with a strong service orientation.

Applicants should have at least 3 years of insurance sales experience, a business/finance degree, and relevant licensing exams (HKSI/IIQE). The position is based at One Island East with regular banking operations.

Qualifications

• At least 3 years of relevant insurance sales experience with an excellent track record.
• Diploma or degree in Business/Finance from a reputable institution.
• Registered licenses applicable to bancassurance products as specified in HK regulations.

Responsibilities

• Promote banking products and services including bancassurance through cross-selling and referrals.
• Identify financial needs of customers and cross-sell suitable bancassurance products.
• Assist to maintain regulatory compliance and proper documentation for sales activities.
• Provide superior customer service and handle inquiries to ensure satisfaction.

Skills

Insurance sales

Customer service

Cross-selling

Education

Diploma/Degree in Business/Finance

Tools

HKSI Licensing Papers 1,7,8

IIQE Papers 1,2,3,5

Job description

DBS Bank Ltd. is seeking a Product Sales professional in Hong Kong to promote bancassurance, cross-sell products, and manage customer needs with a focus on compliance. The role emphasizes sales execution, appointment setting, and closing deals with a strong service orientation.

Applicants should have at least 3 years of insurance sales experience, a business/finance degree, and relevant licensing exams (HKSI/IIQE). The position is based at One Island East with regular banking operations.