- Provide Job Summary to give an overview of the role. It is primarily used when advertising the role internally and externally during hiring
- To collaborate with branch sales staff to provide professional insurance planning services by meeting potential customers
- To analyse customers' personal financial situation and identify their needs in financial services; and recommends life insurance products and investment-linked products to best suit their needs.
- To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
- To work closely with branch sales staff to optimize the sales results.
- To maximize business opportunities to achieve individual sales target
- To co-ordinate and support sales events ( seminars)
- To comply with the guidelines listed in operation manual and IPSP on all sales process
- To provide training and coaching support to sales staff such that high-quality customer service can be delivered consistently.
- Implement relevant measures including briefing and discussion forum to support sales and marketing programs
- To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.
- To comply with the guidelines listed in operation manual and IPSP on all sales process
- Display exemplary conduct and live by the.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
- Lead theCPBB Wealth Managementto achieve the outcomes set out in the Bank's Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] *
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
- Extensive Knowledge on insurance products
- Good presentation and selling skill
- Communicate with client to understand the client needs
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Wealth & Protection Manager - Hong Kong, 香港 - Standard Chartered Bank
描述
Role Responsibilities
Strategy
Business
Processes
People & Talent
Risk Management
Governance
Regulatory & Business Conduct *
QUALIFICATIONS
TRAINING, LICENSES, MEMBERSHIPS AND CERTIFICATIONS
Our Ideal Candidate
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