Financial Planning Manager (Insurance Sales)

Chong Hing Bank Limited; Hong Kong; Sur place; HKD 300 000 - 520 000; Plein temps

Avantages offerts par ce poste

5-day week

Education subsidies

Birthday leave

Marriage leave

Extra maternity leave

Extra paternity Leave

Examination leave

Insurance plan

Medical plan

Family medical plan

Dental plan

Résumé du poste

Chong Hing Bank Limited invites high-calibre candidates to join and help drive bancassurance growth in a dynamic financial services environment.

This role focuses on acquiring new bancassurance business, assessing customer needs, and cross-selling relevant insurance solutions to both individuals and corporate clients.

Qualifications

• Bachelor’s degree or above in Business, Finance, Economics or related disciplines.
• Minimum of 3 years of bancassurance or insurance selling experience.
• Pass IIQE papers 1–3 or equivalent.
• ECF qualification is preferable
• Strong knowledge of insurance products and market trends
• Proven track record in marketing and selling insurance products
• Familiar with regulatory requirements for insurance business
• Good team player with strong service orientation and communication skills
• Proficiency in Mandarin, Cantonese and English

Responsabilités

• Acquire and solicit new bancassurance business through various channels.
• Identify customers’ financial needs and cross-sell bancassurance products.
• Provide feedback on marketing, product acceptance and related issues.
• Provide quality and value-added service to customers per service standards.
• Ensure all bancassurance selling activities comply with bank guidelines.
• Conduct Due Diligence and KYC for customers.

Connaissances

Chinese & English

Formation

Bachelor’s degree or above in Business, Finance, Economics or related disciplines

Description du poste

Chong Hing Bank Limited was founded in Hong Kong in 1948. The Bank and its subsidiaries (including Chong Hing Securities Limited and Chong Hing Insurance Company Limited) offer comprehensive commercial banking and financial services to individual and corporate customers. These services include HKD and foreign currency deposits, credit, foreign exchange, wealth management, investment, securities, insurance and mandatory provident fund. The Bank currently operates a network of more than 30 branches in Hong Kong as well as 1 branch in Macau, 17 branches and sub-branches in Mainland China. In recent years, the Bank has been actively expanding its business. To cope with the Bank's rapid growth, we are now inviting high calibre candidates to join us and develop successful careers with us.

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

Benefit / Other Information

• 5-day week
• Education subsidies
• Birthday leave
• Marriage leave
• Extra maternity leave
• Extra Paternity Leave
• Examination leave
• Insurance plan
• Medical plan
• Family medical plan
• Dental plan

The Mandatory Reference Checking (MRC) Scheme is a regulatory framework established by the Hong Kong Monetary Authority, which requires banks to check the conduct history of prospective employees for positions defined under the scheme. Therefore, MRC will be a part of our selection process if you apply for the in-scope positions. For details, please refer to the “Frequently Asked Questions for In‑Scope Individuals” (https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2) published by HKAB.