Investment & Insurance Business Development Manager

Hang Seng Bank Ltd; Hong Kong Island; Vor Ort; HKD 480.000 - 720.000; Vollzeit

Zusammenfassung

Hang Seng Bank Limited is seeking a high-caliber Manager, Investment and Insurance in Corporate Banking to drive referrals to Wealth Management and Sales teams, and to promote Investment & Insurance products through proactive outbound calls and targeted campaigns. The role emphasizes converting initial trades to repeat digital trading while maintaining regulatory compliance.

Applicants should have HKDSE/HKCEE or equivalent and professional qualifications (CFP/CFA advantageous), with HKSI

Qualifikationen

• HKDSE/HKCEE or equivalent
• CFP or CFA (advantage)
• Passes in HKSI Licensing Examination for HKMA RI Type 1, 4, 7 registrations (as applicable)
• Strong self-motivation with good communication and analytical skills

Aufgaben

• Drive successful referrals to BBD Corporate Wealth and Sales Management RMs or BBC Specialists
• Promote Insurance & Investment (I&I) and cross-selling products via outbound calling and campaigns
• Reactivate Investment ETB and NTB with clear conversion targets
• Manage lead lists and maintain a structured pipeline with targeted campaigns and regulatory compliance

Kenntnisse

Communication

Analytical skills

Customer centricity

English & Chinese

Ausbildung

HKDSE/HKCEE or equivalent

CFP or CFA (advantage)

Jobbeschreibung

Hang Seng Bank Limited is seeking a high-caliber Manager, Investment and Insurance in Corporate Banking to drive referrals to Wealth Management and Sales teams, and to promote Investment & Insurance products through proactive outbound calls and targeted campaigns. The role emphasizes converting initial trades to repeat digital trading while maintaining regulatory compliance.

Applicants should have HKDSE/HKCEE or equivalent and professional qualifications (CFP/CFA advantageous), with HKSI