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Retail Banking Insurance Specialist

Job description


  • To identify customers' needs and match their needs with appropriate products and services
  • Source individual prospects to achieve new business and customer acquisition goals
  • Ensure sales activities are carried out in compliance with rules and regulations and company policies
  • Maintain good relationships with the customers.
  • Retail Banking / Private Banking


  • Minimum 1 year's banking experience in insurance sales
  • Qualifications in HKSI Paper 1, 7, 8
  • Strong sales, analytical and interpersonal skills
  • Understanding of client needs and a role model in being responsive

Contact Winnie Cheung on (852) 3103 4369/ quoting reference number or APPLY NOW here
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