Identify customers’ needs and to capture the opportunities to introduce appropriate insurance products to them at branches
Promote other general banking products such as credit card, mortgage, personal loan
Provide professional banking service
Maintain good relationship with both existing and new clients
Requirements:
Degree holder or above or equivalent qualification at HKQF level 5, with minimum 3 years’ experience in promoting insurance products.
Passes in Insurance, Securities and Futures Intermediaries Examinations are required. (Qualified under SFO for handling Regulated Activities Types 1 & 4).
Pass in the MPF Intermediaries Qualifying Examination (Optional)
Professional qualification of ARWP is an advantage.
Candidates with less experience will be considered as Deputy Financial Services Manager.