# Manager, Investment and Insurance Specialist, Corporate Banking - Hang Seng Bank (HK)

**Company**: HK Business
**Location**: Central, Hong Kong Island
**Work arrangement**: onsite
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://portal.careers.hsbc.com/careers/job/563774612243806?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_1dfc5cfe-e82

## Description

Some careers have more impact than others. If you're looking for a role where you can continue to make an impression, take the next step at Hang Seng where your contributions will always be valued.

Commercial Banking - Corporate Wealth and Sales Management Hang Seng's Commercial Banking business provides customized one-stop financial solutions to our corporate customers, from prime small and medium-sized businesses to publicly listed companies around the world, we offer a comprehensive range of services including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services.

As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-made banking solutions through our relationship managers and dedicated specialists.

We are currently seeking a high caliber professional to join our team as Manager, Investment and Insurance Specialist, Corporate Banking.

**Principal Responsibilities**

- Drive Investment & Insurance (I&I) sales and cross-selling within the BBC Mass segment in partnership with BBC PMs and achieve the BBC Centre's business targets

- Increase the penetration of digital investment platforms and insurance products among BBC Centre's existing customer base

- Accelerate customer acquisition and servicing through digital platforms by encouraging online investment engagement, activating investment services for ETB customers and promoting new digital investment account openings

- Develop the China Nexus segment, particularly non WEM Mainland Chinese customers, by identifying and converting opportunities related to their investment, insurance and broader wealth-management needs

- Provide client training to encourage customers to trade and transact online via the mobile banking app and e-banking website, thereby increasing the adoption of self-directed digital investment service (DIY)

- Provide I&I training and preparing coaching materials to BBC PMs in identifying and referring potential customers effectively

- Identify and refer HNW prospective customers to CWM / BBD RMs for further engagement and relationship building

- Ensure that all investment, insurance, onboarding, sales and promotional activities comply with applicable KYC, suitability, conduct, risk management and regulatory requirements

**Requirements**

- 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. Preferably a CFP or CFA

- 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

- Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage

## Skills

### Required
- Business Administration
- Finance
- Investment
- Insurance
- KYC
- Risk Management
- Regulatory Compliance
- Communication
- Interpersonal Skills
- Analytical Skills
- Chinese

### Nice to have
- CFP
- CFA
- Enhanced Competency Framework (ECF)
- Certified Banker (CB)
- Hong Kong Institute of Bankers (HKIB)
- Putonghua

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Source: [Apply at portal.careers.hsbc.com](https://portal.careers.hsbc.com/careers/job/563774612243806?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)