Treasures Bancassurance Specialist, Consumer Banking Group
Core
Proactively acquire and solicit new Bancassurance business through cross-selling, referrals, and leveraging personal connections to help customers realize financial dreams.
Role type
Senior IC bancassurance specialist (consumer banking)
Builds
Bancassurance products (insurance, investments) for retail customers
Domain
Consumer Banking / Insurance
Deliverable
client delivery
Required skills
Financial needs analysis, sales cycle management, regulatory compliance (KYC, AML), product knowledge, Mandarin fluency, English fluency
Preferred skills
Registered CI - CRWP (ECF-RWM)
Technologies
HKSI Licensing Examination Papers 1, 7 & 8; IIQE papers 1, 2*, 3 & 5
Responsibilities
Conduct thorough financial needs analyses and planning to identify customer requirements; Independently manage the entire sales cycle from lead follow-up to closing deals; Clearly introduce products and their associated risks to customers; Assist in ensuring compliance with external regulatory codes and internal policies; Support branches in investigating and resolving bancassurance complaints.