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Insurance Specialist/ Treasury Specialist/ Mortgage SpecialistAmbition
  • Others
  • Base salary + high commission
  • Posted on 29 Mar 2019
Insurance Specialist/ Treasury Specialist/ Mortgage SpecialistAmbition
Job Highlights
  • Attractive Remuneration Package
  • Potential Team Lead Experience
  • Large HK Banking Group
Job Description

Insurance Specialist

  • Collaborate with branch sales staff to provide professional insurance planning services by meeting potential customers
  • Analyze customers' personal financial situation and identify their needs in financial services
  • Provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
  • Provide training and coaching support to sales staff such that high quality customer service can be delivered consistently.
  • Implement relevant measures including briefing and discussion forum to support sales and marketing programs

Treasury Specialist

  • Executing and following up Premium Deposit / Equity Linked Deposit / FX related order to customers.
  • Referrals to branch for new and existing Customers
  • Responsible for Wealth Management's Marketing campaign on both inbound & outbound support
  • Comply with internal policies and regulatory requirements
  • Perform day-end trade and customer portfolio reconciliation

Mortgage Specialist

  • Engaging with our retail customers and property agencies
  • Assisting customers on selecting mortgage and general insurance products
  • Understanding customer needs and recommending relevant financial solutions
  • Answering enquiries from customers

In order to qualify, individuals must possess:

  • A good working knowledge of various finanical instruments and market forecasting techniques
  • Degree holder with 4 years of experience in servicing clients and individual accounts
  • Able to work under pressure to deliver the individual sales target
  • Positive and good cooperate mindset. Open mind and willing to embrace changes
  • Excellent communication and people skills
  • Fluency in English, Cantonese and Mandarin
  • Respective licences: IIQE 1,2,3 HKSI 1, 7, 8

Additional Information
Years of Experience
3 years
Employment Type
Full Time, Permanent
Company details
Ambition is a leading global boutique recruitment business listed on the Australian Securities Exchange. With coverage across Hong Kong, Singapore, Kuala Lumpur, Sydney, Melbourne, Brisbane, and London, we specialise within the areas of Banking & Financial Services, Finance & Accounting, Sales & Marketing, Supply Chain & Procurement and Technology.