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Wealth & Protection Manager

Standard Chartered Bank Hong Kong
Posted 4 days ago Permanent Competitive
Wealth & Protection Manager
Role Responsibilities
  • To collaborate with branch sales staff to provide professional insurance planning services by meeting potential customers.
  • To analyse customers' personal financial situation and identify their needs in financial services; and recommends life insurance products and investment-linked products to best suit their needs.
  • To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
  • To work closely with branch sales staff to optimize the sales results.
  • To maximize business opportunities to achieve individual sales target.
  • To co-ordinate and support sales events (e.g. seminars).
  • To update team manager on the business progress and outlook in formulation of corresponding support strategies.
  • To provide training and coaching support to sales staff such that high-quality customer service can be delivered consistently.
  • Implement relevant measures including briefing and discussion forum to support sales and marketing programs.
  • To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.
  • To comply with the guidelines listed in operation manual and IPSP on all sales process.
Our Ideal Candidate
  • Extensive knowledge on insurance products and services.
  • Good communication, interpersonal and selling skills.
  • HKSI and IIQE licensed.
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 160 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents. And we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity , together with our brand promise, to be here for good are achieved by how we each live our valued behaviours . When you work with us, you'll see how we value difference and advocate inclusion. Together we:
  • Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
  • Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
  • Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
  • Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations
  • Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with with minimum global standards for annual and public holiday, which is combined to 30 days minimum
  • Flexible working options based around home and office locations, with flexible working patterns
  • Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
  • A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning
  • Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.
Visit our careers website www.sc.com/careers
Job ID  2200026517
ABOUT COMPANY
London, United Kingdom
85000 Employees Corporate Banking
We’re an international bank, nimble enough to act, big enough for impact. For more than 160 years, we’ve worked to make a positive difference for our ...
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