Insurance Specialist (Retail banking)

Responsibilities:

• Collaborate with RMs in Branch to provide insurance planning services to customer
• Maintain good relationship with existing customer and develop potential client base
• Engage appointments to cross-sell insurance products and close deals
• Comply with Banking policies and procedures.

Requirement:

• At least 2 years relevant experience
• Extensive knowledge on insurance products and services
• Good communication, interpersonal and selling skills
• Passed IIQE Paper 1, 2, 3 is a "MUST"
• Proficient in Cantonese, Fluent Mandarin speaking is definitely an advantage 

Relationship Manager (Retail banking)

Responsibilities:

• Provide investment and insurance services to high net worth clients in branch
• Maintain close relationships with clients
• Cooperate with specialist to give advice to clients
• Meet the compliance requirement

Requirements:

• Degree or above with major in Business Administration, Finance, or related disciplines
• Min 1-2 years of relevant experience in retail banking or related experience in investment and insurance selling
• IIQE 1,2,3 and HKSI 1,7,8
• Good command in both Chinese and English