Together, we can achieve more The Bank of East Asia, Limited ("BEA") is Hong Kong’s largest independent local bank with 64 branches, 54 SupremeGold Centres, and 10 i-Financial Centres throughout the city. With a team of over 3,700 professionals in Hong Kong and more than 9,900 worldwide, BEA embraces a spirit of teamwork in every challenge. We invite you to become part of our team and to join us on our journey towards a bright and exciting future.
Section Head & Executive Vice President (Corporate Insurance) - Business & Digital Development Department (Job ID 4004)
Responsibilities
- Responsible for supporting and coaching marketing staff of Wholesale Banking Division to meet assigned targets for corporate wealth management, insurance and associated fee-generating products
- Manage Sale Teams of Corporate Wealth Management and Insurance
- Provide professional investment services for corporate customers to meet their needs in wealth management
- Manage the relationship of insurance brokers and platform
- Lead projects in expanding sale channels and product launch
- Provide professional support to marketing staff of Wholesale Banking Division and to join client calls when necessary in order to drive sales of investment, referrals on insurance and other banking products
- Perform ad-hoc duties as assigned by Head of the Department
Requirements
- University graduate or with professional qualifications such as CFP or CFA
- Minimum of 10 years' banking experience; prior experience as an Investment Consultant will be a definite advantage
- Sound knowledge of asset allocation, investment products (e.g. equities, structured deposits, unit trusts, bonds and treasury products, insurances, etc.) and insurance
- Pass in the Hong Kong Securities Institute Licensing Examination or an Exempted / Qualified Securities Dealer required, with a pass in the Insurance Intermediaries Qualifying Examinations an advantage
- Good understanding of relevant selling procedures, practices, rules and sales compliance requirements
- Good command of spoken English, Cantonese and Putonghua as well as written English and Chinese
- Competence in Microsoft Word, Excel and PowerPoint applications an advantage
Please apply online via the BEA Careers website at https://careers.hkbea.com/psp/hcmprd/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=UFOCUS=Applicant&SiteId=1&JobOpeningId=4004&PostingSeq=1 or by clicking the "Apply Now" button below. Kindly note that if you are a new user, you have to first create your User Profile before you can apply.
Personal data provided by job applicants will be used for recruitment purposes only and will be treated in accordance with the Bank's Personal Data Policy, which is available upon request. Applicants who are not invited for interviews within six weeks may consider their applications unsuccessful and the personal data collected will be destroyed after six months