Consumer Banking, Insurance Specialist Consumer Banking, Insurance Specialist …

Citi
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Competitive
Citi
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Competitive
Citi
Consumer Banking, Insurance Specialist
The Product Sales Analyst 1 is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.

Responsibilities:
  • Communicate daily market update and trading strategic plan for clients and individual sales staff.
  • Provide guidance to customers by identifying financial gaps in their current wealth or asset allocation and to introduce suitable products.
  • Communication on banking (FX, Insurance, etc) products through daily interactions.
  • Enhance product knowledge and sales technique to branch colleagues on particular products by regular market update and technical analysis.
  • Work with Branch Managers to set plan to meet financial commitment.
  • Responsible for driving bankers to meet team goals.
  • Strictly abide by the requirements of compliance & internal control on sales activities.
  • Maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
  • Previous banking experience preferred
Education:
  • Bachelor's/University degree or equivalent experience
Additional Job Description:
  • To work with relationship managers in total client relationship building and financial planning propositions
  • To serve clients in complete scope of insurance products, namely whole life savings plans, universal life, endowment plans, retirement planning and general insurance
  • To lead and support the branch sales staff to achieve the insurance goal
  • Degree holder with at least two years of insurance product sales experience and proven track record
  • HKSI Paper 1, 7 & 8 or equivalent plus IIQE Paper 1, 2, 3 & 5
  • Passes in Chinese or English and Mathematics in HKCEE or equivalent* is a MUST
    *All high school public examinations (such as university entry examinations) will be recognized as equivalent to HKCEE
  • Proactive and result-oriented with strong selling skills
  • Fluent in English, Cantonese and knowledge of Mandarin preferred
  • Good relationship building and communication skills
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Grade :------------------------------------------------------
Time Type :Full time------------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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