Treasures Bancassurance Specialist, Banking & Wealth

DBS Bank (Hong Kong) Limited; Hong Kong; On-site; HKD 420,000 - 540,000; Full time

Job summary

DBS Bank (Hong Kong) Limited seeks a Treasures Bancassurance Specialist in Consumer Banking Group & Wealth Management to promote bancassurance products and services, cross-sell to customers, and manage end-to-end sales with a strong focus on needs analysis.

You will work to uphold compliance with KYC, licensing, and regulatory requirements while delivering superior customer experiences and driving revenue through arobust bancassurance portfolio.

Qualifications

• 3 years of relevant insurance sales experience with an excellent track record.
• Diploma or degree in Business or Finance from a reputable institution.
• Preferably RI registration (Regulated Activities: Type 1 & 4) with HKSI licensing passes, or equivalent.
• Must be registered TR (General & Long Term) with IIQE passes, or equivalent.

Responsibilities

• Promote bancassurance products and services to customers through cross selling and referrals.
• Identify financial needs via discreet planning and cross sell suitable bancassurance products.
• Follow up with cases, arrange appointments, and close deals independently.
• Educate customers on product features and associated risks and ensure compliance and proper documentation.

Skills

Insurance sales

Cross-selling

Client needs analysis

Education

Diploma/Degree in Business/Finance

Job description

DBS Bank (Hong Kong) Limited seeks a Treasures Bancassurance Specialist in Consumer Banking Group & Wealth Management to promote bancassurance products and services, cross-sell to customers, and manage end-to-end sales with a strong focus on needs analysis.

You will work to uphold compliance with KYC, licensing, and regulatory requirements while delivering superior customer experiences and driving revenue through arobust bancassurance portfolio.