Manager - Assistant Vice President, Business Development
At a glance
VP-level Business Development role at Cncbinternational. Hong Kong · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Sell life insurance and handle follow-up on renewals and claims to win new business and retain existing CIBL clients
- Build opportunities with Business Banking and Private Banking relationship managers, then work toward assigned sales targets
- Encourage insurance sales across those business units and help them reach their planned results
- Meet service standards while maintaining strong relationships with customers and relationship managers
- Follow operating, regulatory, anti-money laundering and counter-terrorist financing requirements
What you bring
- At least five years selling life insurance to corporate or individual customers
- You hold the qualifications needed to register for the relevant insurance licenses
Who this fits
This role suits an experienced life insurance seller who can develop business with bank relationship managers and serve customers. The position is located in Hong Kong. A business-related degree and HKMA Retail Wealth Management qualification are preferred.
From the employer
Mandatory Reference Checking Scheme (“MRC”) for Hong Kong
The Mandatory Reference Checking Scheme is a framework to facilitate Authorized Institutions (“AIs”) to bilaterally obtain reference information during their recruitment process for certain positions, such that misconduct information in an individual’s previous employments can be provided to AIs to inform their employment decisions.
For information related to MRC Scheme, “Frequently Asked Questions for In Scope Individuals” is published by HKAB/Industry Guidelines (https://www.hkab.org.hk/en/home) or further information will be available upon request, if it is applicable to the position(s) applied.
Country of Location:
China Hong KongJob Responsibilities:
• Perform sales activities of life Insurance including but not limited to product selling, after sales service, renewal and claims follow-up for the development of new business and retain existing business for CIBL as well.
• Work mainly with the RMs of Business Banking and Private Banking to explore and develop business opportunities of bank clients for achieving assigned sales targets. Drive & motivate the insurance business of these business units to perform the desired business result.
• Ensure outstanding customer satisfaction rating is achieved by meeting the predetermined service standards.
• Maintain good customer relationships and provide quality services to both Relationship Managers and Customers.
• Perform duties in full compliance with the CIB & CIBL’s Operations guidelines & requirements as well as the Regulatory Bodies’ Legal & Compliance Rules.
• Comply with anti-money laundering and counter terrorist financing controls in accordance with regulatory standards and CNCBI policies.
• Customer- Centricity: Establishes oneself as a trusted advisor by participating in customer’s decision-making process, as appropriate.
Requirements:
• Preferably a Degree holder in Business or related disciplines
• Minimum 5 years relevant experience in selling life insurance products to corporate / individual customers.
• Possess qualifications for relevant insurance licenses registration.
• Preferably possess / obtain Core or Professional level of qualification under the HKMA Enhanced Competency Framework (ECF) on Retail Wealth Management (RWM).
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