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Manager, Investment and Insurance Sales, Corporate Banking

On-site in Central·Added 8 months ago (last checked 12 Oct)

HSBC

213 open roles

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Overview

Work mode: On-site, Central
Languages: Chinese

Skills

The role

Some careers have more impact than others.
CMB
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Commercial Banking - Corporate Wealth and Sales Management

Hang Seng's Commercial Banking business provides customized one-stop financial solutions to our corporate customers, from prime small and medium-sized businesses to publicly listed companies.

around the world, we offer a comprehensive range of services including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services. As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-made banking solutions through our relationship managers and dedicated specialists.For customers conducting business locally or around the world, we offer a comprehensive range of services including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services. As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-made banking solutions through our relationship managers and dedicated specialists.

We are currently seeking a high caliber professional to join our team as Manager, Investment and Insurance Sales, Corporate Banking.

Principal responsibilities

Identify business opportunities through direct customer contact and referral to maximize the sales and penetration of investment and insurance products to target customer segment
Provide high quality investment and insurance services to selected corporate customers to anchor the relationship base and build loyalty with our customers
Conduct marketing activities of investment and insurance business for commercial banking customers
Work closely with relationship managers to identify customer needs and promote investment and insurance services to suitable customers
Achieve assigned income target to contribute to both individual and team performance
Build and manage portfolio of investment and insurance customers, maintain good customer relationship and provide quality after-sales services
Develop and implement effective initiatives to deliver business results, build and enhance product portfolio
Support Team Head in sales management and maintain good relationship and provide quality after-sales service to customer

Requirements

University degree in Business Administration, Finance or related disciplines with proven relevant working experience
Good knowledge of investment products and strong technical competency with good knowledge of the investment market and economic environment. Preferably a CFP or CFA.
Passes in HKSI Licensing Examination for HKMA RI Type 1, 4, 7 registrations and passes all relevant papers of Insurance Intermediaries Qualifying Examination
Strong self-motivation with good communication, interpersonal and analytical skills
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
Good sense of ownership and servicing mindset to ensure efficient and effective customer service processes
Proficiency in both English and Chinese; fluency in Putonghua and other dialects an advantage
Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks.

CMB

You'll achieve more when you join Hang Seng Bank Limited.

www.hangseng.com/careers

https://www.linkedin.com/company/hang-seng-bank

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited

Hiring process

2 steps1 interviewa task to do

Submit your CV
Online assessments
Online test
You can take the assessments at any time within a fixed number of days given in the email; the number and type depend on the role.
Interviews
30–60 min
Telephone, on-demand video, live video or in-person interviews; live, telephone and in-person interviews last approximately 30-60 minutes depending on the role.

About HSBC

HSBC is one of the world's largest banking and financial services organisations, founded in 1865. It serves millions of customers through its four global businesses.

Customers the world over know and trust HSBC, often over generations, valuing its deep international network, expertise, and focus on their future needs.

Industry: Banking
Founded: 1865
Headquarters: London, United Kingdom
Website: hsbc.com

All open roles at HSBC