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Relationship Manager (Insurance)

PI Business Consulting Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2022-05-20
  • Career Level:Entry Level
  • Location:Not Specified
  • Yr(s) of Exp:1 years
  • Qualification:School Certificate
  • Employment Type:Full Time, Permanent
  • Job Function:Banking / Finance  Retail Banking  Insurance  Others  Wealth Management
  • Benefits:Double pay, Education allowance, Housing allowance, Life insurance, Medical insurance, Overtime pay, Performance bonus, Five-day

Job Description

  • Relationship Manager
  • Just focusing in Insurance selling
  • One year Life Insurance closing experience in banking
  • Requiring IIQE Paper 1 and 3 Only
  • Attractive Year End Bonus

Key Responsibilities

  • Enhance and maintain good customer relationship so as to solicit business opportunities by proactively rendering best-in-class service and cross-selling of the banking products.
  • Achieve all sales target and business KPIs.
  • Ensure selling the assigned regulated products are fully complied with regulatory requirements and internal selling procedures.

Requirements

  • Secondary education or above, degree holder in Business Administration or related disciplines is preferred.
  • Passed in IIQE for selling insurance products. (Passed in HKSI is an advantage)
  • Possession of CFP / CFA / HKRFP / ECF qualification is an added advantage.
  • Minimum 1 year of selling experience in banking industry.
  • Familiar with retail banking practices and products.
  • Strong sales drive with good interpersonal and communication skills.
  • Good command of written and spoken English and Chinese.

Company Info

PI Business Consulting Limited is a consultancy firm established and managed by seasoned Human Resources professionals. We specialize in search and selection of executives for the Banking and Finance, and Insurance Industry.

General Line: 2121 2580

             Fax: 2121 2500

Website: www.piexsearch.com

Address: Unit 1210, 12/F, Inter-Continental Plaza, 94 Granville Road, Tsim Sha Tsui, Hong Kong

Employment Agency Licence Number 67206

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