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Insurance Specialist

ID:152362209

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职位信息
  • 启动日期:2024-01-04
  • 招聘部门:其他
  • 汇报对象:无
  • 下属人数:无
  • 职位描述:
  • Department: Wealth Management
    Scope of Roles:
    To maximize the competitive advantage of the Bank’s Insurance business through conducting, meeting with customers, recommends life insurance product to best suit their individual needs and family protection, towards achieving predictable business goals.

    Key Responsibilities/Challenges:
    · Responsible for branch’s Banca revenue target and their individual target based on IS scorecard.
    · Joint call with RM on Banca products (mainly focused on RP products).
    · Fully engage to in branch Banca micro-marketing events and work with local insurance co for city banca seminar accordingly with Banca seminar plan.
    · Responsible for Banca business tracking, which includes business performance tracking, portfolio analysis, successful story sharing and outstanding event broadcast.
    ·Work closely with IC and timely update performance of Investment Linked Product (ILP) and market outlook.
    · Track and ensure Banca license effectiveness of RM.
    · Provide onsite training on Banca products to frontline to ensure annual 40-hour training required by regulator.

    · Analyses customers’ personal financial situation and identifies their needs in financial services; and recommends life insurance products and investment-linked products to best suit their needs.

    · To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line Manager.

    · To comply with the guidelines listed in operation manual and IPSP on all sales process

    任职要求:
    · Extensive knowledge on insurance (both life and non-life)

    · Good communication and coaching skill

    · Ability of conducting s Banca seminar

    · interpersonal and analytical skills

    · ALE+ ILP licensed

职位要求
  • 年龄要求:不限

    工作年限:3-4年

  • 学历要求:本科及以上

    专业要求:不限

  • 是否统招:统招

    语言要求:无

企业介绍

渣打是一家领先的国际银行集团,业务网络遍及全球59个最有活力的市场,为来自142个市场的客户提供服务。渣打网络与“一带一路”沿线市场的重合度超过75%。渣打的使命是利用独特的多样性促进商业繁荣和增进人类福祉。渣打的文化传承和企业价值都在品牌承诺-- “一心做好,始终如一(here for good)”中得到充分体现。

渣打集团有限公司在伦敦及香港的交易所上市。

作为扎根中国历史最悠久的国际性银行之一,渣打从1858年在上海设立***分行开始,在华业务从未间断。2007年4月,渣打银行(中国)有限公司成为第一批本地法人化的国际银行。目前,渣打中国的营业网点已覆盖近30个沿海和内陆城市,充分显示了渣打对中国市场的长远承诺。

2022年,渣打银行赢得来自政府、行业机构和媒体颁发的诸多奖项和荣誉,包括:“一带一路”绿色投资原则***领导力/能力建设奖、债券通优秀做市商、《南方周末》年度杰出责任企业、《***财经》***中小企业金融创新银行奖、彭博绿金ESG先锋奖之年度最受关注企业先锋、《界面新闻》年度臻善企业、《财资》21个市场“***人民币银行”、《企业财资人》亚太地区***贸易金融银行、《经济观察报》年度卓越绿色金融实践银行、“The Asian Banking & Finance”年度中国***财富管理平台大奖、《经济观察报》值得托付财富管理银行、《福布斯》“2022年世界***银行”排行榜位列中国大陆外资银行榜首、《证券时报》年度杰出银行研究团队“天玑奖”、《华尔街见闻》年度卓越金融机构、《贸易金融》***现金管理银行、怡安集团2022中国***ESG雇主、杰出雇主调研机构“中国杰出雇主2023”、前程无忧 “2022年中国典范雇主”等。

渣打银行(中国)有限公司

  • 外资(欧美)
  • 1000-5000人
  • 金融
  • 罗湖区深南东路5016号京基100大厦 地图