Insurance Product Expert

In this role you will

• Manage individual insurance portfolio to ensure the highest rate of customer satisfaction
• Partner with experienced Relationship Managers to create insurance opportunities by identifying customers wealth management needs and introduce appropriate insurance solutions
• Take the lead in planning the activities of a team of Relationship Managers while cooperating with them in meeting business objectives
• Implement effective strategies, increase productivity in the High Net Worth/Premier market segment
• Establish effective working relationships with partnered Relationship Managers
• Provide professional wealth management services, such as regular financial review, to ensure appropriate wealth management solutions are offered to meet customer needs
• Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing

*Remark: Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories

• Tertiary or university level education, preferably in finance, business or a related discipline
• Solid experience in life insurance, preferably in Bancassurance
• Extensive wealth management and insurance product knowledge
• Insurance related license are required, including Hong Kong Securities and Investment Institute Paper 1,7,8 and Insurance Intermediaries Qualifying Examination Paper 1,2,3,5 and compliance with related Continuing Professional Development (CPD) requirements
• Good level of verbal English and Cantonese, with Putonghua preferred
• Excellent communication, interpersonal, motivational and presentation skills
• Strong drive and great sense of ownership and self-initiation to achieve excellence

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