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OCBC Wing Hang Bank Limited

Insurance Specialist Head

OCBC Wing Hang Bank Limited Hong Kong
Posted 2 days ago Hybrid Permanent To be confirmed
T
Posted by
Ted Wong
Recruiter

Responsibilities

  • Lead a team of Insurance Specialists to provide on-site sales support for insurance business
  • Collaborate with insurance product team to formulate business and sales strategies
  • Work closely with branch networks on sales and business plan to achieve portfolio growth
  • Identify gap and formulate training and coach plan for the IS team to enhance the frontline insurance selling skills
  • Provide and conduct joint call with branch sales staff
  • Host workshop/clinic to uplift sales performance
  • Enhance the knowhow of salespersons on AML, compliance and regulatory related items

Requirements

  • University degree in Finance, Economics or related disciplines
  • Minimum of 8 years banking experience in retail life insurance business sales/coaching
  • Pass in HKSI and IIQE Licensing Examinations
  • Preferably with CRWP, CFA or CFP qualifications
  • Strong sales driven, result-oriented with good communication skills
  • Proficiency in both written and spoken English, Chinese and Putonghua

 

Job ID  CC/SND-ISH/EF
ABOUT COMPANY
Hong Kong
2000 Employees Retail Banking
OCBC Wing Hang, together with its subsidiaries and affiliated companies, offers a comprehensive range of commercial banking products and services and ...
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