汇丰
Manager, Investment and Insurance Sales, Corporate Banking - Hang Seng Bank (HK)
Manager, Investment and Insurance Sales, Corporate Banking - Hang Seng Bank (HK)
发布于 5 个月前中层管理(经理/总监)
Central, Hong Kong Island, Hong Kong
中级经验
全职员工
仅现场办公
本科
销售与零售
CFA
CFP
Client Relationship Management
Wealth Management
Marketing
Hksi Licensing
AI 估算 · 37k–55k
香港资深销售岗位，银行业竞争力强，投资保险产品知识要求高，薪资具有竞争力。
职位详情
关于这个职位
This role focuses on driving investment and insurance product sales to corporate banking clients at Hang Seng Bank. You will identify business opportunities, provide tailored financial solutions, and manage client relationships to achieve income targets.
最低要求
University degree in Business Administration, Finance or related disciplines with proven relevant working experience. Good knowledge of investment products and strong technical competency with good knowledge of the investment market and economic environment. Passes in HKSI Licensing Examination for HKMA RI Type 1, 4, 7 registrations and passes all relevant papers of Insurance Intermediaries Qualifying Examination. Strong self-motivation with good communication, interpersonal and analytical skills. High level of customer centricity mindset with dedication to deliver exceptional quality services for customers. Good sense of ownership and servicing mindset to ensure efficient and effective customer service processes. Proficiency in both English and Chinese; fluency in Putonghua and other dialects an advantage.
工作职责
Identify business opportunities through direct customer contact and referral to maximize investment and insurance product sales. Provide high quality investment and insurance services to corporate customers to build loyalty. Conduct marketing activities for investment and insurance business. Work with relationship managers to identify customer needs and promote services. Achieve assigned income targets. Build and manage portfolio of investment and insurance customers, provide quality after-sales services. Develop and implement effective initiatives to enhance product portfolio. * Support Team Head in sales management.
优先资格
Preferably a CFP or CFA. Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
AI 洞察
优缺点分析
优点
- Stable and reputable global bank with strong brand and career development support.
- Exposure to high-value corporate clients and complex financial products.
- Attractive compensation package including bonuses and benefits.
- High pressure to meet aggressive sales targets and regulatory compliance.
- Requires continuous learning of new products and market changes.
- Long working hours and intense competition within the team.
- Experienced sales professionals in banking who thrive on targets, enjoy client interaction, and seek a stable yet dynamic career in Hong Kong.
缺点 / 挑战
暂无明显挑战项
角色解读
- Progress to Senior Manager or Team Head within Corporate Banking wealth sales.
- Expand expertise into broader wealth management or private banking roles.
- Potential to move into product management or strategic planning in banking.
- Proactively identify sales opportunities for investment and insurance products among corporate clients.
- Provide tailored financial solutions and high-quality after-sales service to strengthen client relationships.
- Collaborate with relationship managers to cross-sell and meet income targets.
- In-depth knowledge of investment products, markets, and economic trends.
- Strong sales and negotiation skills with a customer-centric mindset.
- Regulatory certifications including HKSI and Insurance Intermediaries exams.
- Excellent communication in English and Chinese (Cantonese and Putonghua).
申请策略
- Tailor your cover letter to emphasize client relationship management and sales success in corporate banking.
- Research Hang Seng's corporate banking offerings and recent market initiatives to show genuine interest.
- Quantify sales achievements, e.g., 'Increased investment product penetration by 20% over 1 year'.
- Highlight relevant certifications (HKSI, CFP, CFA) and language proficiency.
- Showcase experience with corporate clients and cross-functional collaboration.
- Obtain or update HKSI and Insurance Intermediaries licenses if not already held.
- Deepen knowledge of current investment trends and ESG products.
面试指南
- Use STAR method (Situation, Task, Action, Result) for behavioral questions.
- Demonstrate technical knowledge by linking product features to client benefits.
- Show alignment with bank's values of customer centricity and compliance.
- How do you identify cross-selling opportunities for investment and insurance products?
- Describe a time you handled a difficult client negotiation and achieved a positive outcome.
- How do you stay updated on market trends and regulatory changes affecting investment products?
- Walk me through how you would structure a portfolio for a corporate client with risk-averse needs.
- Explain the key differences between various investment products like bonds, ETFs, and structured products.
职位点评
62
综合评分
Stable bank role with strong pay and growth potential, but demanding hours and limited flexibility.
更适合这类人
Candidates motivated by high compensation and career stability in a prestigious bank, who can handle sales pressure and long hours.
表现最好
薪资福利
相对薄弱
工作生活
薪资福利85
成长发展70
工作生活45
使命价值50
薪资福利
85较高
The role offers competitive salary and benefits typical of a major bank in Hong Kong, with bonuses tied to performance. However, exact figures are not disclosed.
薪资信号面议 (36K-55K/月)
福利待遇competitive compensation packages
成长发展
70中等
Strong learning opportunities through product exposure and certifications, but promotion path is not explicitly outlined beyond team head.
技术前沿主流现代技术
技术栈投资产品、保险、财富管理
成长机会career development opportunities
业务类型profit_center
工作生活
45较低
Office-based in Central Hong Kong with likely long hours; no mention of remote work or flexibility.
工作模式仅现场办公
办公地点市区核心地段
加班情况JD含高强度暗示词
使命价值
50较低
Banking sector is stable but not highly innovative; role contributes to corporate clients' financial health but social impact is moderate.
行业发展稳定成熟行业
社会影响中性/一般
创新程度稳健跟随主流
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