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Head of Insurance Broker

China Construction Bank (Asia) Corporation Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2019-04-02
  • Career Level:Senior
  • Location:Kowloon Bay
  • Yr(s) of Exp:8 years
  • Qualification:Degree
  • Salary:Salary provided
  • Employment Type:Full Time, Permanent
  • Job Function:Retail Banking  Insurance Agent / Broker  

Job Description

PRINCIPAL ACCOUNTABILITIES:

- Registered as the Chief Executive of the Insurance Broker of the Bank with relevant insurance broker organization and / or other regulatory bodies and take full responsibilities of the Insurance Broker.

- Establish and maintain business relationships with insurance partners (Both Life and GI) to facilitate continuous development of the Insurance Broker.

- Manage the overall sales, insurance products, operations, policy servicing, etc of the Insurance Broker and support different business units of the Bank to meet different customer’s requirements.

- Responsible for managing the daily operations and sales of the Insurance Broker to be complied with all regulatory requirements, internal guidelines of the Bank and fulfill all registration requirements.

- Ensure all the Technical Representative(s) of the Insurance Broker registered with relevant insurance broker organization are providing quality service up to the Bank’s and industry’s standard.

- Ensure the team in compliance with the regulatory requirements as well as the internal compliance policies and guidelines including but not limited to anti-money laundering and counter-financing of terrorism.

- Manage the Insurance Broker business to cope with the overall business directions of the Bank and meet designated business targets.

- Properly report to Head of Insurance & MPF Services of the Bank / Board of Directors of the Insurance Broker for supervision and guidance.

 

 

 

EXPERIENCE / KNOWLEDGE REQUIRED:

- University Degree and/or other relevant qualifications in Hong Kong.

- Min. 8 years solid experience in selling insurance products (both Life and GI) for banks and /or reputable insurance brokers in Hong Kong.

- Excellent knowledge on insurance product and operations (both Life and GI) and able to understand the insurance needs of different types of individual and corporate customers.

- Strong business senses on sales & marketing of insurance and compliance senses on regulatory requirements.

- Expertise in business development and people management.

- Knowledge in tax planning / estate planning in Hong Kong, China and / or overseas would be an advantage.

- Good PC skills, excellent oral and written communication skills in both English and Chinese. Fluency in Mandarin is a must.

- Qualifications in IIQE/HKSI / IA related areas are required

 

Company Info

China Construction Bank (Asia) Corporation Limited [“CCB (Asia)”] is the retail and commercial business platform of China Construction Bank Corporation [“CCB”] in Hong Kong. As of June 30, 2017, CCB (Asia) has 50 branches in Hong Kong and offers a wide array of banking products and services to customers, including consumer banking services, commercial banking services, corporate banking services, private banking services and cross-border financial services, etc.

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