Total 12 executive officer job vacancies in Finance / Banking / Insurance category in Hong Kong, China

*** Key Responsibilities ***

 - Achieve the insurance sales targets by collaboration with the assigned Customer Relationship Managers/branches

 - Drive tactical programs to develop a robust insurance culture on need based financial planning to affluent segments

 - Ensure sales staff are capable to cross-sell various types of insurance products and able to deliver innovative products to our customers

 - Implement the Group’s/Bank’s Compliance policy by managing compliance risk, ensuring adequate compliance resources are in place and training is provided, fostering a compliance culture and optimizing relation with regulators

*** Key Requirements ***

Must-have

 - Minimum 5 years' experience in insurance sales in banking (Sales experience in universal life insurance policy is preferable) 

 - Proficiency in both verbal and written English, Cantonese and Putonghua

 - Customer centric mindset and ability to manage complex interactions effectively

 - HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / ""Attained"" or above) plus relevant work experience

Good-to-have

 - University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP

 - Good communication, interpersonal and analytical skills

 - Strong self-motivation and drive to succeed, with ability to work under pressure

 - Shown strong situation awareness, strong desire to learn and able to work in Agile environment

 - Advocate of openness, able to create a cohesive teamwork and inspire others

 - High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

***Key Selling Points***

 - Excellent growth opportunities in career path advancement

 - Working location: to be determined after training

 - Birthday Leave

 - Staff Mortgage upon completion of 6-month probation

 - Medical Insurance

 - Maternity Leave

• Handle trust and corporate documents including trust deed, trustee resolutions, private company record, statutory filing, agreement and daily administration work;
• Assist in client onboarding KYC and ongoing review in compliance with regulatory requirements and internal procedures;
• Maintain a good relationship with external parties including clients, business partners, lawyers and service agents;
• Maintain accurate physical and electronical records of trust documents;
• Ensure timely fees collection incurred by clients;
• Any other tasks as assigned from time to time.

• Degree holder in Business Administration related discipline
• STEP Diploma and / or Member of the HKCGI would be an advantage
• Experience in trust administration and handle onshore/offshore entities such as HK, BVI and Cayman Islands
• 3 -5 years relevant experience in Trustee or Company Secretary are preferred
• Well-organized and self-motivated with positive working attitude
• Good command of written and spoken English and Chinese