at HSBC
OtherPosted 12 days ago
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**Assistant Manager, Investment & Insurance Business Development, Corporate Banking** Drive business growth and customer engagement in Hang Seng's Corporate Banking division. Manage lead lists, execute outbound calls, and deliver campaigns to achieve targets. Collaborate with internal stakeholders and ensure regulatory compliance. Requires strong knowledge of investment products and markets, as well as licenses for RI Type 1, 4, 7, and Insurance Intermediaries. Fluency in English and Chinese, including Putonghua, is essential.
- Compensation
- Not specified
- City
- Hong Kong
- Country
- Hong Kong
Currency: Not specified
Full Job Description
Youll achieve more when you join Hang Seng Bank Limited.
www.hangseng.com/careers
https://www.linkedin.com/company/hang-seng-bank
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
Issued by Hang Seng Bank Limited
CMB
If youre looking for a career where you can make a real impression, join Hang Seng and discover how valued youll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
- Achieve the BBD and BBC Centres business targets by driving successful referral cases to BBD WEM RMs or BBC Specialists, and supporting growth in I&I and other cross-selling products through proactive outbound calling and campaign execution.
- Reactivate Investment ETB and activate Investment NTB with clear conversion targets, moving clients from first trade to repeat digital trading and reinforcing regular self-directed trading behaviour.
- Execute segmented outbound calling using tailored call lists and client segments to improve relevance and conversion, with disciplined follow-through and tracking of outcomes.
- Deliver high-impact campaigns end-to-end, ensuring strong message delivery, reinforcement, and consistent follow-through, and partnering with internal stakeholders to improve effectiveness.
- Assist in promoting Centre penetration by systematically engaging targeted customer lists and converting low-activity customers into active investors.
- Assist in promoting China Nexus by identifying relevant customer opportunities and referring onwards for appropriate wealth engagement and servicing.
- Manage assigned lead lists and maintain a structured pipeline, prioritizing customers based on propensity, needs and campaign objectives.
- Ensure that all calling activities, referrals and promotions fillfulled regulatory requirements.
- Report to BBC Centre Manager and I&I Department Head
Requirements
- HKDSE/HKCEE or equivalent
- 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.
