Manager - Assistant Vice President, Business Development

Mandatory Reference Checking Scheme (“MRC”) for Hong Kong

The Mandatory Reference Checking Scheme is a framework to facilitate Authorized Institutions (“AIs”) to bilaterally obtain reference information during their recruitment process for certain positions, such that misconduct information in an individual’s previous employments can be provided to AIs to inform their employment decisions.

For information related to MRC Scheme, “Frequently Asked Questions for In Scope Individuals” is published by HKAB/Industry Guidelines (https://www.hkab.org.hk/en/home) or further information will be available upon request, if it is applicable to the position(s) applied.

Country of Location:

Job Responsibilities:

• Perform sales activities of life Insurance including but not limited to product selling, after sales service, renewal and claims follow-up for the development of new business and retain existing business for CIBL as well.
• Work mainly with the RMs of Business Banking and Private Banking to explore and develop business opportunities of bank clients for achieving assigned sales targets. Drive & motivate the insurance business of these business units to perform the desired business result.
• Ensure outstanding customer satisfaction rating is achieved by meeting the predetermined service standards.
• Maintain good customer relationships and provide quality services to both Relationship Managers and Customers.
• Perform duties in full compliance with the CIB & CIBL’s Operations guidelines & requirements as well as the Regulatory Bodies’ Legal & Compliance Rules.
• Comply with anti-money laundering and counter terrorist financing controls in accordance with regulatory standards and CNCBI policies.
• Customer- Centricity: Establishes oneself as a trusted advisor by participating in customer’s decision-making process, as appropriate.

Requirements:

• Preferably a Degree holder in Business or related disciplines
• Minimum 5 years relevant experience in selling life insurance products to corporate / individual customers.
• Possess qualifications for relevant insurance licenses registration.
• Preferably possess / obtain Core or Professional level of qualification under the HKMA Enhanced Competency Framework (ECF) on Retail Wealth Management (RWM).