Bonus Month of Bank Opening

Insurance Sales Team Head (Retail banking)

Responsibilities:

• Liaise with product owner on new product development and revamp initiatives to cope with customer needs
• Conduct in-depth analysis on insurance sales performance and the effectiveness of new insurance products
• Formulate and implement sales directives and drive relevant marketing activities for insurance business
• Formulate financial and non-financial target setting for insurance sales team
• Monitor and review the sales staff performance regularly
• Provide insights on latest development of insurance business in the local market
• Identify new business segments to nurture further growth on insurance business
• Ensure all control measures relevant to the jobs are undertaken to minimize risk exposure

Requirements:

• University graduate and preferably with relevant qualifications such as CFA, CFP or CFMP
• At least 6 years of insurance sales experience in banking field
• Good analytical skill and proficient in using various graphical, visual aids presentation tools
• Self-motivated with strong drive to succeed, able to work under pressure
• Good communication and interpersonal skills
• Fluent in spoken and written English, Chinese and Mandarin
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Passes in the Insurance Intermediaries Qualifying Examinations / Hong Kong Securities Institute Licensing Examinations
• Fulfillment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance

Head of Green Zone(Retail banking)

Responsibilities:

• Formulate and implement localized sales and marketing plans to achieve the assigned KPIs as well as to improve service quality and productivity
• Identify potential customers and groom them into Prestige Banking customers to maximize the customer loyalty and satisfaction
• Assist to manage and enhance capabilities/professionalism of the sales staff and provide coaching/support to them
• Obtain customer feedback and handle complaints in a professional manner
• Organize various promotional activities for acquiring new business
• Keep abreast of latest compliance requirements and recommend remedial actions when necessary

Requirements:

• University degree in a related discipline is preferred
• At least 3 years of sales experience in the banking industry
• Good leadership and coaching abilities
• Sound judgment and strategic planning skills
• Proficiency in both English and Chinese
• Passes in the Insurance Intermediaries Qualifying Examinations/Hong Kong Securities Institute Licensing Examinations
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers