Treasures Bancassurance Specialist, Consumer Banking Group & Wealth Management

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

Treasures Bancassurance Specialist, Consumer Banking Group & Wealth Management

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.

Responsibilities

• (A) Promotion of Banking Products and Services
• Acquire and solicit new bancassurance business through cross selling, referral from branch sales and customer centre, conversion from existing bank customer and potential card base, personal business connections, etc.
• Identify the financial needs of the existing/prospective customers through discreet financial needs analysis/planning, and cross sell suitable bancassurance products to the customers.
• Senior Financial Planning Manager/ Financial Planning Manager should work independently to follow-up on case, make appointment and to close deal
• Introduce the products and their associated risks, if any, to the customers.
• Assist to serve as a feedback channel on all issues pertaining to marketing, product acceptance and other issues relating to the sales of insurance products in branch.
• Keep abreast of the latest product/market knowledge to exhibit high level of functional competencies and professionalism when interacting with customers.
• (B) Customer Experience Management
• Provide superior service to customers in accordance with the Bank’s required service standards.
• Process and follow through customer requests and enquiries to ensure customer satisfaction.
• (C) Audit and Compliance Control
• Assist BM and frontline sales staff to ensure full compliance with both external regulatory codes/ordinance & internal compliance policies, standards, guidelines & procedures, particularly those applicable to the course of selling, i.e. sales staff’s licensing and fitness & properness, KYC, FNA, anti-money laundering & documentation completeness in a/c opening & in each deal.
• Improve control and compliance quality on bancassurance selling (i.e. need-based) and operation through leadership, education, on-going monitoring & effective remedial actions.
• Assist branch to investigate and handle bancassurance complaint in accordance with the regulatory requirements and the Bank’s escalation procedures.
• Comply with the registered capacity as well as any conditions imposed by the HKMA. This includes compliance with the applicable requirements of the Code of Conduct for Persons Licensed by or Registered with the SFC.

Requirements

• At least 3 year’s relevant insurance sales experience with excellent track records
• Diploma/Degree in Business/Finance from a reputable institution
• Preferably registered RI [ Regulated Activities: Type 1 & 4] withpasses in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent; and
• Must be registered TR [General* & Long Term (incl. linked long term)] with passes in IIQE papers 1, 2*, 3 & 5; or equivalent.
• The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details here.

Location

One Island East

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.

Responsibilities

• (A) Promotion of Banking Products and Services
• Acquire and solicit new bancassurance business through cross selling, referral from branch sales and customer centre, conversion from existing bank customer and potential card base, personal business connections, etc.
• Identify the financial needs of the existing/prospective customers through discreet financial needs analysis/planning, and cross sell suitable bancassurance products to the customers.
• Senior Financial Planning Manager/ Financial Planning Manager should work independently to follow-up on case, make appointment and to close deal
• Introduce the products and their associated risks, if any, to the customers.
• Assist to serve as a feedback channel on all issues pertaining to marketing, product acceptance and other issues relating to the sales of insurance products in branch.
• Keep abreast of the latest product/market knowledge to exhibit high level of functional competencies and professionalism when interacting with customers.
• (B) Customer Experience Management
• Provide superior service to customers in accordance with the Bank’s required service standards.
• Process and follow through customer requests and enquiries to ensure customer satisfaction.
• (C) Audit and Compliance Control
• Assist BM and frontline sales staff to ensure full compliance with both external regulatory codes/ordinance & internal compliance policies, standards, guidelines & procedures, particularly those applicable to the course of selling, i.e. sales staff’s licensing and fitness & properness, KYC, FNA, anti-money laundering & documentation completeness in a/c opening & in each deal.
• Improve control and compliance quality on bancassurance selling (i.e. need-based) and operation through leadership, education, on-going monitoring & effective remedial actions.
• Assist branch to investigate and handle bancassurance complaint in accordance with the regulatory requirements and the Bank’s escalation procedures.
• Comply with the registered capacity as well as any conditions imposed by the HKMA. This includes compliance with the applicable requirements of the Code of Conduct for Persons Licensed by or Registered with the SFC.

Requirements

• At least 3 year’s relevant insurance sales experience with excellent track records
• Diploma/Degree in Business/Finance from a reputable institution
• Preferably registered RI [ Regulated Activities: Type 1 & 4] withpasses in HKSI Licensing Examination Papers 1, 7 & 8; or equivalent; and
• Must be registered TR [General* & Long Term (incl. linked long term)] with passes in IIQE papers 1, 2*, 3 & 5; or equivalent.
• The hiring process for this role is subject to the Mandatory Reference Checking Scheme. Please see further details here.

Job

Product Sales

Schedule

Regular

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DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered and listed in Singapore, DBS is in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. The bank's "AA-" and "Aa1" credit ratings are among the highest in the world.

DBS is at the forefront of leveraging digital technology to shape the future of banking, having been named “World’s Best Digital Bank” by Euromoney and the world’s “Most Innovative in Digital Banking” by The Banker. In addition, DBS has been accorded the “Safest Bank in Asia” award by Global Finance for 17 consecutive years from 2009 to 2025.

DBS is a leading financial services group in Asia with a presence in 19 markets. Headquartered and listed in Singapore, DBS is in the three key Asian axes of growth: Greater China, Southeast Asia and South Asia. The bank's "AA-" and "Aa1" credit ratings are among the highest in the world.

DBS is at the forefront of leveraging digital technology to shape the future of banking, having been named “World’s Best Digital Bank” by Euromoney and the world’s “Most Innovative in Digital Banking” by The Banker. In addition, DBS has been accorded the “Safest Bank in Asia” award by Global Finance for 17 consecutive years from 2009 to 2025.

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