Insurance

Hang Seng Bank was one of Hong Kong's bancassurance pioneers. We have offered general insurance since 1965 and diversified into life insurance in 1995.

Hang Seng Bank Limited is an insurance agent authorized by regulated insurers, which provide wide range of life insurance, medical insurance and general insurance services for different segment of customers. With our all-round enrolment channels, there is great potential for further growth.

We are currently seeking a high caliber professional to join our department as Portfolio Management Specialist.

Principal Responsibilities

• Plan and implement marketing deliverables of retention strategy such as analytics, customer engagement and incentive programs
• Deliver customer value activities in line with propositions and business strategy to deepen relationship with customers, concentrating on building value and creating a superb customer experience
• Collaborate with different business units to manage projects and product initiatives to be in line with the experience and proposition defined for segments to ensure the right fit between product portfolio, segment needs and growth goals
• Manage product and sales operation including annual renewal, lapsation, operating model, etc.
• Propose annual business plan for General Insurance & Medical Bancassurance portfolio management
• Closely monitor engagement drivers and retention indicators to ensure a sustainable growth of Bancassurance portfolio
• Provide necessary customer behavioral insights, including segmentation & customer experience to formulate annual customer contact plan and enhance customer campaign results
• Work with Compliance/Risk and Controls to ensure achievement of satisfactory standard for all clients
• Ensure adherence to governance and comply with regulations and requirements from internal policies & regulatory requirement

Requirements

• University degree in Business Administration, Marketing or related discipline
• Minimum of 5 years’ relevant working experience in banking / insurance field; ideally medical /general insurance
• Strong knowledge and experience in direct marketing and retention
• Strategic thinking and planning
• Effective project management skill
• Proficiency in both spoken and written English and Chinese, including Putonghua
• Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes

To apply, please read carefully the ‘Note on Collection of Personal Data and Information’ available in the careers page of our Hang Seng website : www.hangseng.com and send your resume by clicking "Apply Now" for our processing. You can also visit our website for further details about career opportunities with the Bank. Applicants who are not contacted within one month may consider their applications unsuccessful.

All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies.  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 and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank  to do so, after which the personal data will be destroyed.

A Career with Hang Seng Bank

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.