Insurance Specialist/ Treasury Specialist/ Mortgage Specialist

Location: Hong Kong, Hong Kong
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: Negotiable
REF: BBBH213150_1553849330

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