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Corporate Wealth Management Specialist (Insurance focus) - Commercial Banking

Bauer Kaiser & Co Limited·Human Resources Management / Consultancy
Replied to 3 talents in 7 days
HK$ *****
Bachelor
1 to 3 yrs exp
HK work visa available
9.0 hrs/day, 5 days/wk

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Job Description

Job Descriptions:

  • Actively solicit new business and deepen relationships within Commercial Banking, Corporate Banking and Institutional Banking clients

  • Identify customers’ needs and promote insurance products and services to our corporate clients

  • Work closely with Relationship Manager and other Business Units to anchor the relationship base

  • Ensure all selling procedures are well complied

  • Provide on-going specialist advice on wealth management products and market updates to Relationship Managers

  • Engage end to end insurance service for Commercial Banking, Corporate Banking and Institutional Banking clients

  • Well understand the insurance compliance standard under our Corporate Bundle.

Job Requirements:

  • Degree holder in Bus Admin/Finance/Accounting/Economics or related discipline

  • At least 5 years of experience in investment and insurance sales

  • Working experience in Corporate Banking is preferred

  • Qualifications in IIQE/HKSI related areas are required

  • Solid knowledge of product features and risk/benefits of all major insurance products

  • Capability of carrying out investment and portfolio analysis for clients

  • Sales driven, customer and service oriented

  • Innovated and embrace new technologic and new products with curiosity

  • Good communication and interpersonal skills

  • Good command of spoken and written English, Chinese and Mandarin

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Languages
English
Cantonese
Mandarin
Skills
Financial Operations
Equity Derivatives
FIN
SME Banking
Corporate Banking

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Simon Lee
Bauer Kaiser & Co Limited · Bauer Kaiser & Co Ltd
Online

Job Location

Hong Kong-Mong Kok, Yau Tsim Mong

Hong Kong

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Company Overview

About Us Looking for top-talent, Bauer Kaiser partners with Hong Kong’s leading banking institutions and multi-national corporations. Bauer Kaiser is a consultancy firm established and managed by seasoned Human Resources professionals. We specialize in search and selection of executives in the Banking and Finance, Insurance, Consulting and Information Technology industry. Our team of consultants have worked in financial institutions and multinational corporations. Therefore, we have thorough understanding of the sectors we specialize in and are able to effectively source and select the most suitable executives for our clients. Our consultants have on average 5 years of search firm experience, and have forged long-term relationships with their clients. Therefore, we know our clients and their businesses very well and are able to recommend the most suitable positions for our candidates. We strive to be your most trusted and reliable HR Partner. You can always come to us for your resourcing needs, advice or simply market information.


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