Manager, Business Excellence (Responsible Officer)

AXA Hong Kong

MAIN PURPOSE OF JOB:

  • Support Financial Consultants on delivery of best practices & quality business standard.
  • Monitor exiting product/fund platform & support new product/fund launch.
  • Promote professionalism by coordination with various stakeholders for required training.
  • Support implementation and regular review of sales tools according to business needs.
  • As Responsible Officer for Life & General Insurance KEY ACCOUNTABILITIES: Support Financial Consultants on delivery of best practices & quality business standard - Be familiar with regulatory & internal requirements, and proactively identify areas which require management attention or improvement - Perform quality assurance check on sales process & use of sales/CRM tools, ensure sales practices & policy servicing in comply with regulatory/business rules - Coordinate with Compliance Dept. on Distribution Compliance matters - Review complaint cases, and initiate actions for improvement Monitoring existing product/fund platform & support new product/fund launch - Good understanding of current product/fund information and provide inputs/support on product/fund platform revamp - Manage end-to-end process for new product/fund launch within Distribution Channel Promote professionalism by coordination with various stakeholders for required training - Coordinate with Training Dept. for timely delivery of sales training, CPD and online modules - Coordinate with Fund House Partners for regular market updates and investment training - Coordinate with various Depts. for respective training arrangement - Regular review of training curriculum/materials to ensure it meets business needs Support implementation and regular review of sales tools to tie with business focus - Ensure all sales tools & sales presentation materials are approved and up-to-date - Regular review of sales tools to align with ongoing business needs & regulatory changes As Channel RO for Life & General Insurance - Be responsible for the monitoring & quality assurance of regulated activities - Keep abreast of updated regulatory requirements and ensure such information being effectively communicated to all Licensed Intermediaries, and to ensure they all have proper understanding of the information - Ensure timely delivery of coaching/training on sales practices, product knowledge & regulatory requirements for all Licensed Intermediaries Contribute to Channel's sales initiatives/projects for achievement of planned deliverables - Participate in sales initiatives/projects for achievement of business objectives, include sales recruitment Maintain proper/accurate records & safe keeping of client data - Ensure client data is protected in accordance with Internal & regulatory requirements, in particularly, Personal Data Privacy Ordinance and Enhanced Regulations on Direct Marketing - Database management to ensure proper filing of all important documents/sign-off records EXPERIENCE & QUALIFICATIONS:
  • University graduate, preferably in Finance, Economic or related disciplines
  • Min 10 years solid experience in insurance industry, prior experience as Long-Term Insurance Responsible Officer preferred
  • Thorough knowledge of financial services and insurance business
  • Holder of IIQE Paper 1, 2, 3 & 5
  • Familiar with sales & distribution framework, as well as local investment environment & market conditions in HK
  • Can work independently & proactively with strategic thinking capability
  • Excellent interpersonal, communication & presentation skills in both written & spoken English/Chinese
更多工作資料
薪酬 薪金面議
工種
  • 銀行 ‧ 金融服務 - 顧客服務 · 關係管理
  • 銀行 ‧ 金融服務 - 風險管理
工作地點
  • 鰂魚涌
僱用形式
  • 全職
  • 長期
教育程度
  • 學士

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