Assist in driving the insurance business by identifying & capturing insurance business opportunities with prompt follow up so as to deepen customer penetration, particularly the ‘HNW’ and the ‘Mainlander’ customer segment
Assist Relationship Manager to identify their customers’ financial needs on retirement and legacy planning in order to provide the appropriate insurance solution for them
Explore & expand customer base for insurance products
Ensure all control measures relevant to the job are undertaken to minimize risk exposure
Maintain the Group’s/ Bank’s internal control standards, implement and observe the Group’s/ Bank’s Compliance Policy and maintain awareness of operational risk and minimize the likelihood of it occurring
Requirements:
University graduate, preferably with professional qualifications such as CFP or CFA
Pass in the Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer