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Associate, Personalized Services Team (Insurance)

Everbright Sun Hung Kai Company Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2019-07-05
  • Career Level:Middle
  • Location:Causeway Bay
  • Qualification:Not Specified
  • Salary:Salary negotiable
  • Employment Type:Full Time, Permanent
  • Job Function:Wealth Management
  • Benefits:Dental insurance, Five-day work week, Life insurance, Medical insurance, Performance bonus

Job Description

Ref: SAPST/WM/050719DB/71

Responsibilities:

  • Conduct portfolio review with clients and provide quality aftersales services of ILAS and Life Insurance (Insurance) and MPF
  • Explore cross selling and new business opportunities for insurance, MPF and investment products and make successful referrals to frontline sales
  • Work closely with frontline and insurance specialists to generate new businesses
  • Handle internal and external enquiries as well as customer complaints

 

Requirements:

  • Degree holder in Business Administration or related discipline preferred
  • Minimum of 3 years’ experience in the financial industry, particularly with sound knowledge on ILAS and Insurance
  • Holder of CIB licenses, with SFC license is an advantage
  • Good experience in handling customer enquiries and complaints
  • Proficiency in MS Office applications
  • Good command of both written and spoken English and Chinese. Fluency in Putonghua is highly preferable

 

Candidate with more experience will be considered as Senior Associate

 

 

We offer a competitive remuneration package to the right candidate. If you are interested in the post, please send your resume together with your present and expected salaries by clicking “Apply Now”. 

For more information about Everbright Sun Hung Kai Company Limited, please visit www.ebshk.com.

We are an equal opportunity employer and welcome applications from all qualified candidates. All applications will be treated in the strictest confidence. Personal data provided will be used for recruitment purposes only. The job applicant will assume all or any risks arising out of or in connection with the job application transmission process prior to our actual receipt of the same including but not limited to accidental or unauthorized loss or disclosure of personal information, to which we will not be responsible in any way.

Under the Personal Data (Privacy) Ordinance, you may request access to, and / or correction of your personal data in relation to your application. If you wish to do so, please email to us.

Company Info

At Everbright Sun Hung Kai, we serve with professional integrity. More than a claim, this describes the way we do business. A subsidiary of Everbright Securities Company Limited (SSE: 601788, HKEX: 6178), with Sun Hung Kai & Co Limited (HKEX: 86) as its substantial shareholder, Everbright Sun Hung Kai offers a full-fledged financial platform that provides excellent cross-border and world-class financial products, and superior solutions for our clients. As one of the leading financial institutions with a solid foundation and history of excellence since 1969, Everbright Sun Hung Kai operates four core businesses, Wealth Management and Brokerage, Corporate Finance and Capital Markets, Asset Management, and Investment and Financing, serving individual, corporate and institutional clients in Hong Kong, Macau, Mainland China and the U.K.
 
Our all rounded product and service suite, and our solid track record of delivering a steady return on equity while being committed to staff development, present enormous prospects for talents.
 
Now an exciting opportunity has arisen for a high-calibre professional to join our dynamic team for a rewarding career:

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