Insurance Specialist/ Treasury Specialist/ Mortgage Specialist

Insurance Specialist

• Collaborate with branch sales staff to provide professional insurance planning services by meeting potential customers
• Analyze customers' personal financial situation and identify their needs in financial services
• Provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
• Provide training and coaching support to sales staff such that high quality customer service can be delivered consistently.
• Implement relevant measures including briefing and discussion forum to support sales and marketing programs

Treasury Specialist

• Executing and following up Premium Deposit / Equity Linked Deposit / FX related order to customers.
• Referrals to branch for new and existing Customers
• Responsible for Wealth Management's Marketing campaign on both inbound & outbound support
• Comply with internal policies and regulatory requirements
• Perform day-end trade and customer portfolio reconciliation

Mortgage Specialist

• Engaging with our retail customers and property agencies
• Assisting customers on selecting mortgage and general insurance products
• Understanding customer needs and recommending relevant financial solutions
• Answering enquiries from customers

In order to qualify, individuals must possess:

• A good working knowledge of various finanical instruments and market forecasting techniques
• Degree holder with 4 years of experience in servicing clients and individual accounts
• Able to work under pressure to deliver the individual sales target
• Positive and good cooperate mindset. Open mind and willing to embrace changes
• Excellent communication and people skills
• Fluency in English, Cantonese and Mandarin
• Respective licences: IIQE 1,2,3 HKSI 1, 7, 8