Product Sales (Insurance)

Requirements:

• Degree or above in Banking, Business Administration, Finance or related disciplines
• Holder of IA license & SFC Type 1 and 4 license (or passing relevant tests)
• Minimum 2 years or above experiences in a financial institution
• Familiar with insurance policy and financial products
• Responsible, hardworking, self-motivated, independent, customer-oriented, team player, able to work under pressure and handle multiple tasks
• Holder of professional certificate under the ECF/ QF/ issued by any industry institutes, professional bodies will be definitely an advantage

Responsibilities:

• Accompany with RM to sell insurance or financial products
• Introduce insurance or investment products to existing customers
• Provide excellent customer service and develop great relationship with clients by offering professional advices
• Ensure the selling processes are in compliance with the Bank's policies, procedures, and regulatory guidelines

*The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected.

For other vacancies, please visit our website at http://www.o-bank.com/

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行業 Industry

• 銀行 / 金融 / 證券 / 投資 Banking / Finance / Securities / Investments

工作種類 Job Category

• 銀行 / 金融 / 證券 (零售銀行) Banking / Finance / Securities (Retail Banking)
• 銀行 / 金融 / 證券 (金融服務) Banking / Finance / Securities (Financial Services)
• 銀行 / 金融 / 證券 (投資) Banking / Finance / Securities (Investment)
• 銀行 / 金融 / 證券 (其他) Banking / Finance / Securities (Others)
• 銷售 (一般銷售) Sales (General Sales)

工作地點 Location

• 尖沙咀 Tsim Sha Tsui

經驗要求 Experience

• 2 年或以上 / years or above

學歷要求 Education

• 學士 Bachelor