Assistant Manager, BBD Investment and Insurance Sales Specialist

2 days ago

Davao City, Philippines HSBC Full time

Some Careers Have More Impact Than Others. If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further. Commercial Banking - Corporate Wealth and Sales Management Hang Seng’s Commercial Banking business provides customized one-stop financial solutions to our corporate customers, from prime small and medium-sized businesses to publicly listed companies. For customers conducting business locally or around the world, we offer a comprehensive range of services including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services. As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-made banking solutions through our relationship managers and dedicated specialists. We are currently seeking a high caliber professional to join our team as Assistant Manager, BBD Investment and Insurance Sales Specialist. Principal Responsibilities Mainly focus on investment & insurance (I&I) cross-selling in BBC mass segment Promote DIY I&I together with BBC PMs to achieve BBC Center I&I business initiatives Provide I&I basic training materials to BBC PMs for identifying potential clients Identify potential HNW clients with investment interest and refer to CWM / BBD RM for long term relationship building Encourage to refer potential clients to GI specialist Requirement University degree in Business Administration, Finance or related disciplines with proven relevant working experience Passes in HKSI Licensing Examination for HKMA RI Type 1, 4, 7 registrations and passes Paper 1, 2, 3 of Insurance Intermediaries Qualifying Examination Strong technical competency, good knowledge of the investment market and economic environment Good sense of ownership and servicing mindset to ensure efficient and effective customer service processes Proficiency in both English and Chinese; fluency in Putonghua and other dialects an advantage Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks. You’ll achieve more when you join Hang Seng Bank Limited. Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages. Issued by Hang Seng Bank Limited #J-18808-Ljbffr

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