Detail

*On Broad after Bonus paid is Allowed

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 Sales (Retail branch)

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, Fluent Mandarin is preferred
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