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Recruit Ref: L05947419
Posting Date: 2024-12-11
O-Bank Co., Ltd
O-Bank Co., Ltd
Product Sales (Insurance)

Requirements:

  • Degree or above in Banking, Business Administration, Finance or related disciplines
  • Holder of IA license & SFC Type 1 and 4 license (or passing relevant tests)
  • Minimum 2 years or above experiences in a financial institution
  • Familiar with insurance policy and financial products
  • Responsible, hardworking, self-motivated, independent, customer-oriented, team player, able to work under pressure and handle multiple tasks
  • Holder of professional certificate under the ECF/ QF/ issued by any industry institutes, professional bodies will be definitely an advantage

Responsibilities:

  • Accompany with RM to sell insurance or financial products
  • Introduce insurance or investment products to existing customers
  • Provide excellent customer service and develop great relationship with clients by offering professional advices 
  • Ensure the selling processes are in compliance with the Bank's policies, procedures, and regulatory guidelines


*The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected.

For other vacancies, please visit our website at http://www.o-bank.com/


Summary
Industry:
Banking / Finance / Securities / Investments 
Job Position Level:
General 
Employment Term:
Full Time / Permanent 
Min. Edu. Level Req:
Bachelor 
Minimum QF Level attained:
-- 
Total Working Exp:
2 or above 
Salary(HKD):
-- (Monthly)
Location:
Yau Tsim Mong District / Tsim Sha Tsui
Benefits:
--
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Keywords: OBank,王道銀行,ProductSales,Insurance
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