Financial Planning Manager, Consumer Banking Group

About the role

DBS Consumer Banking Group, the leading bank in Asia, is recruiting a Senior Financial Planning Manager / Financial Planning Manager for its Consumer Banking Group in Hong Kong (One Island East). The role is responsible for promoting bancassurance products and services, managing customer experience and supporting audit and compliance controls.

Key responsibilities

• Acquire and solicit new bancassurance business through cross-selling, referrals from branches and the customer centre, conversion from existing customers and the card base, and personal connections.
• Analyse the financial needs of existing and prospective customers and cross-sell suitable bancassurance products, introducing products and their associated risks.
• Work independently to follow up cases, make appointments and close deals.
• Act as a feedback channel on marketing, product acceptance and other issues related to the sale of insurance products in the branch.
• Provide superior service to customers and process their requests and enquiries.
• Support branch compliance with regulatory codes, internal policies and procedures such as licensing, fitness and propriety, KYC, FNA, anti-money laundering and documentation completeness, and lead on compliance quality improvement.
• Help investigate and handle bancassurance complaints in line with regulatory requirements and escalation procedures, and comply with the HKMA's registered capacity and the SFC Code of Conduct.

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.
• Preferred: registered as a Regulated Intermediary (RI) with passes in HKSI Licensing Examination Papers 1, 7 and 8, or equivalent.
• Preferred: registered as a Trustee Representative (TR) 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.