Senior Business Insurance Specialist

About Standard Chartered
We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.

To us, good performance is about much more than turning a profit. It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good.

We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.

JOB SUMMARY

To collaborate with branch sales staff to provide professional insurance planning services by meeting potential customers
To analyse customers’ personal financial situation and identify their needs in financial services; and recommends life insurance products and investment-linked products to best suit their needs. RESPONSIBILITIES

• To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.

Strategy

• To co-ordinate and support sales events (e.g. seminars)

Business

• To work closely with branch sales staff to optimize the sales results.
• To maximize business opportunities to achieve individual sales target

Processes

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

People & Talent

• To 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

Risk Management

• 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.

Governance

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

Regulatory & Business Conduct

• Display exemplary
• nduct and live by the Group’s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Lead to achieve the outcomes set out in the Bank’s Conduct Principles
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
• co

Other Responsibilities

• Embed Here for good and Group’s brand and values, Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)

Our Ideal Candidate

• Specify TR+RI licensed
• Education DSE / HKCEE
• Training CPD
• Licenses TR AND RI
• Membership NA
• Certifications IIQE 1235, SI 178
• Languages Cantonese, English, Mandarin

Role Specific Technical Competencies

• Extensive Knowledge on insurance products
• Good presentation and selling skill
• Communicate with client to understand the client needs

Apply now to join the Bank for those with big career ambitions.