Senior Insurance Sales (Wealth Distribution)

About the role

Hang Seng Bank’s Retail Distribution focuses on personal wealth management and financial services. The Senior Insurance Sales role supports affluent and mass‑integrated customers by driving insurance sales and fostering a strong insurance culture.

Key responsibilities

• Achieve insurance sales targets by collaborating with assigned Customer Relationship Managers and branches.
• Drive tactical programs to develop a robust insurance culture focused on need‑based financial planning for affluent segments.
• Ensure sales staff can cross‑sell various insurance products and deliver innovative solutions to customers.
• Implement the Group’s compliance policy, manage compliance risk, provide training and foster a compliance culture.

Required profile

• University degree in a related discipline; professional qualifications such as CFA, CFP, CFMP are preferred.
• Proven experience in insurance sales with strong communication, interpersonal and analytical abilities.
• High self‑motivation, ability to work under pressure and manage complex customer interactions.
• Fluency in English, Cantonese and Putonghua.
• Customer‑centric mindset with dedication to delivering exceptional service.