- To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
- To co-ordinate and support sales events ( seminars)
- To work closely with branch sales staff to optimize the sales results.
- To maximize business opportunities to achieve individual sales target
- 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 Group's Values and Code of Conduct.
- 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 to achieve the outcomes set out in the Bank's Conduct Principles
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
- Embed Here for good and Group's brand and values, Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)
- IIQE 1-3,5 and SI 1,7,8
- Extensive Knowledge on insurance products
- Good presentation and selling skill
- Communicate with client to understand the client needs
-
Insurance Specialist
发现在: beBee S2 HK - 6天前
Selby Jennings Hong Kong, 香港 全职My client is extending an invitation to a junior insurance professional to elevate their career in Private Bank. Our client, a top Chinese Private Bank, is seeking an individual to join their product management team. · Job Description: · Act as an insurance product expert to pro ...
-
Insurance Specialist
发现在: One Red Cent Asia eFC C2 - 1天前
Citi Hong Kong, 香港 全职We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply · Our people make all the differ ...
-
Insurance Compliance Specialist
发现在: Talent HK A C2 - 5天前
Noah International 諾亞國際 Hong Kong, 香港 全职Scope of Responsibilities: · To design and implement compliance programs to address market conduct, meet regulatory requirements and internal policies on sales compliance, conduct risk and personal data privacy · Providing compliance advice to business units to ensure business in ...
-
Outreach Insurance Specialist
发现在: Talent HK C2 - 6小时前
HSBC Hong Kong, 香港 Permanent - 全职Some careers grow faster than others. · If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new di ...
-
Mobile Insurance Specialist
发现在: Talent HK C2 - 3天前
HSBC Hong Kong, 香港 Permanent - 全职As an Insurance Specialist, you will be a professional financial consultant to our new and existing Premier customers. With the strong customer base, you are able to fully utilize your knowledge and expertise to provide comprehensive wealth consultation service while collaboratin ...
-
Mobile Insurance Specialist
发现在: Talent HK C2 - 1天前
HSBC Hong Kong, 香港 Permanent - 全职As an Insurance Specialist, you will be a professional financial consultant to our new and existing Premier customers. With the strong customer base, you are able to fully utilize your knowledge and expertise to provide comprehensive wealth consultation service while collaboratin ...
-
Branch - Insurance Specialist
发现在: Talent HK C2 - 2天前
The Bank of East Asia Hong Kong, 香港 全职Responsibilities · Promote insurance products at branches i.e. maximize bancassurance business, execute related department strategies and business plans, and drive marketing programs as well as optimize sales preparation and operations · Provide training to frontline sales staff ...
-
Insurance Distribution Support Specialist
发现在: One Red Cent Asia eFC C2 - 22小时前
HSBC Hong Kong, 香港 全职Job description · Some careers have more impact than others. · If you're looking for a career where you can make a real impression, join HSBC 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 directi ...
-
Insurance Sales Specialist, Bancassurance
发现在: Talent HK C2 - 1天前
FWD Life Insurance Corporation Hong Kong, 香港 全职About FWD Group · FWD Group is a pan-Asian life insurance business with more than 11 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. FWD reached its 10-year anniversary in 2023. The company is focused on making the insur ...
-
Insurance Distribution Support Specialist
发现在: Talent HK C2 - 2天前
HSBC Hong Kong, 香港 Permanent - 全职Some careers have more impact than others. · If you're looking for a career where you can make a real impression, join HSBC 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, HSBC offers o ...
-
Senior Business Insurance Specialist
发现在: Talent HK C2 - 6天前
Standard Chartered Bank Hong Kong, 香港 全职RESPONSIBILITIES · To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base. · Strategy · To co-ordinate and support sales events ( seminars) · Business · To work closely with branch sales staff to ...
-
General Insurance Claims, Specialist
发现在: Talent HK C2 - 1天前
AIA Hong Kong, 香港 全职FIND YOUR 'BETTER' AT Blue Cross · If you believe in better, we'd love to hear from you. · About the Role · Handle personal line claims including Travel, Personal Accident, Domestic Helper & Pet. Responsibilities: · Handle personal line claims including Travel, Personal Accide ...
-
Branch Service Executive/General Banking Manager/Customer Relationship Manager/Insurance Specialist
发现在: Talent HK A C2 - 4天前
Hang Seng Bank Limited Hong Kong, 香港 全职Job description · A Career with 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 ...
-
HSBC Hong Kong, 香港 Permanent - 全职A Career with 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 hig ...
-
Financial Reporting Specialist
发现在: Talent HK A C2 - 1天前
Hays APAC Hong Kong, 香港 全职Financial Reporting Specialist Life Insurance | Attractive Salary & Benefits | Young, Energetic Culture · Your new company · A leading International Insurance firm with strong coverage across Asia, the Americas and EMEA is flourishing and expanding its operations. With a distingu ...
-
VP, Insurance Product Manager, PWM
发现在: Talent HK A C2 - 1天前
Unicorn Advisor (HK) Limited Hong Kong, 香港 全职Key Responsibilities: · Act as insurance brokerage Responsible Officer and be familiar with insurance brokerage license regulated activities · Act as insurance product specialist to provide insurance product recommendation and insurance plan solutions according to client need · C ...
-
Group Recharges
发现在: Talent HK A C2 - 6天前
T+O+M Hong Kong, 香港 全职I am searching for a Group Recharges & Allocations Specialist - SVP for a large global financial services business. This a Hong Kong based opportunty. · Suitable candidates aside from having worked in a similar role, being familiar with pertinent methodologies, transfer pricing a ...
-
Assistant Financial Services Manager
发现在: Talent HK A C2 - 6天前
Dah Sing Financial Group Hong Kong, 香港 全职About Dah Sing Group · The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. · Our currency is caring, teamwor ...
-
VIP Banking Associate
发现在: Talent HK A C2 - 3天前
Dah Sing Financial Group Hong Kong, 香港 全职About Dah Sing Group · The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. · Our currency is caring, teamw ...
-
Assistant Relationship Manager, Business Banking, Hang Seng Bank
发现在: Talent HK A C2 - 5天前
Hang Seng Bank Limited Hong Kong, 香港 全职Job description · A Career with 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 ...
Senior / Insurance Specialist - Hong Kong, 香港 - Standard Chartered Bank
描述
RESPONSIBILITIES
Strategy
Business
Processes
People & Talent
Risk Management
Governance
Regulatory & Business Conduct
Other Responsibilities
Our Ideal Candidate
Role Specific Technical Competencies
