Treasures Bancassurance Specialist

About the role

DBS Consumer Banking Group is looking for a Treasures Bancassurance Specialist to join its Consumer Banking Group and Wealth Management team. The role sits within the bank's product sales function and involves promoting bancassurance products to customers, managing their experience and ensuring compliance.

Key responsibilities

• Acquire and solicit new bancassurance business through cross-selling, referrals from branches and the customer centre, conversion of existing bank customers and potential cardholders, and personal connections.
• Analyse the financial needs of existing and prospective customers and cross-sell suitable bancassurance products, introducing them and their associated risks.
• Senior Financial Planning Managers and Financial Planning Managers work independently to follow up cases, make appointments and close deals.
• Provide superior service to customers and process their requests and enquiries in line with the Bank's service standards.
• Act as a feedback channel on marketing, product acceptance and other issues related to the sale of insurance products in the branch.
• Keep up to date with product and market knowledge to show professionalism with customers.
• Assist branch management and frontline sales staff in complying with external regulations and internal policies, including licensing and fitness and propriety, KYC, FNA, anti-money laundering and documentation completeness.
• Improve compliance quality through leadership, education, ongoing monitoring and remedial action, and assist in handling complaints in line with regulatory requirements and escalation procedures.
• Comply with registered capacity and conditions imposed by the HKMA, including the SFC Code of Conduct for licensed persons.

Required profile

• At least 3 years of relevant insurance sales experience with an excellent track record.
• Diploma or degree in Business or Finance from a reputable institution.
• Preferably registered as a Regulated Insurance Adviser (RI) with passes in HKSI Licensing Examination Papers 1, 7 and 8, or equivalent.
• Registered as a Treasures adviser (general and long-term, including linked long-term) with passes in IIQE papers 1, 2, 3 and 5, or equivalent.

The hiring process is subject to the Mandatory Reference Checking Scheme. Only shortlisted candidates will be notified.