jobs in Fusion Bank Limited

全职 Business Insurance Specialist 工作, 薪水, Fusion Bank Limited Hong Kong 公司招聘中 - Ricebowl

Business Insurance Specialist

Fusion Bank Limited

全职

Hong Kong

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工作地点

  • Hong Kong Hong Kong

职位描述

岗位职责

Job Description

  • Partner with Corporate Banking Relationship Managers (RMs) to identify, develop and capture insurance business opportunities from existing and prospective corporate customers.
  • Conduct joint customer visits with RMs to understand clients' protection, succession planning and wealth preservation needs.
  • Provide professional insurance advisory services and recommend suitable insurance solutions to corporate customers, business owners, directors and key executives.
  • Promote insurance solutions including Keyman Insurance, Shareholder Protection Insurance, Employee Benefits, Business Protection Solutions, Universal Life and other wealth protection products.
  • Prepare product proposals, quotations and presentations for customers.
  • Support the end-to-end insurance sales process, including customer engagement, policy application, underwriting follow-up and policy servicing.
  • Work closely with RMs to deepen customer relationships and enhance wallet share through cross-selling initiatives.
  • Build and maintain a healthy insurance sales pipeline and achieve assigned business targets.
  • Act as the insurance subject matter expert for the Corporate Banking Department and provide product support to front-line staff.
  • Collaborate with insurance partners and internal stakeholders to ensure efficient business execution and customer service.
  • Ensure all insurance sales activities are conducted in accordance with regulatory requirements, internal policies and compliance standards.

Job Requirements

  • Degree holder in Business Administration, Finance, Insurance, Marketing or related disciplines.
  • Minimum 5 years' relevant experience in insurance sales, bancassurance, wealth management, financial advisory or corporate insurance solutions.
  • Proven track record in achieving insurance sales targets and developing new business opportunities.
  • Strong knowledge of insurance products, including Keyman Insurance, Shareholder Protection Insurance, Employee Benefits, Business Protection Solutions, Universal Life and other protection or wealth accumulation products.
  • Experience in serving SME, commercial banking or corporate banking customers is preferred.
  • Good understanding of corporate banking business, customer relationship management and cross-selling practices.
  • Strong communication, presentation, negotiation and interpersonal skills.
  • Ability to engage and influence business owners, directors and senior management of corporate customers.
  • Strong business development mindset with the ability to work independently and collaboratively with Relationship Managers.
  • High level of integrity with strong compliance, risk awareness and understanding of applicable regulatory and sales conduct requirements.
  • Customer-oriented, self-motivated and result-driven.
  • Proficient in spoken and written English, Cantonese and Putonghua.
  • Holder of relevant insurance licences and professional qualifications required for conducting regulated insurance activities.

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