Financial Services Manager (Insurance Focus)

Responsibilities:

• Identify customers’ needs and to capture the opportunities to introduce appropriate insurance products to them at branches
• Promote other general banking products such as credit card, mortgage, personal loan
• Provide professional banking service
• Maintain good relationship with both existing and new clients

 
Requirements:

• Degree holder or above or equivalent qualification at HKQF level 5, with minimum 3 years’ experience in promoting insurance products.
• Passes in Insurance, Securities and Futures Intermediaries Examinations are required. (Qualified under SFO for handling Regulated Activities Types 1 & 4).
• Pass in the MPF Intermediaries Qualifying Examination (Optional)
• Professional qualification of ARWP is an advantage.

Candidates with less experience will be considered as Deputy Financial Services Manager.

Bank of Communications (Hong Kong) Limited (“Bank of Communications (Hong Kong)”) is a wholly owned subsidiary of Bank of Communications Co., Ltd., which provides personal banking, corporate banking and private banking services through 43 outlets, 4 business services centres and its private banking centre in Hong Kong.

With extensive network across the city, Bank of Communications (Hong Kong) has set up 37 wealth management service centres in its outlets that offer BComBEST customers a full range of professional banking services to address their needs at every life stage. Our business services centres work alongside enterprises to help facilitate the daily operation and explore business opportunities by providing integrated banking solutions. Bank of Communications (Hong Kong) serves premium private banking customers through a comprehensive array of personalised banking solutions. Customers can easily access to our integrated wealth management services no matter where they are.

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