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Responsibilities
Work with the Life Insurance Team to achieve business goals by identifying and capturing opportunities targeting HNW customers, including corporate banking and PRC customer segments.
Maintain and expand the existing insurance portfolio.
Assist in formulating marketing strategies for life insurance products.
Provide professional customer services, including handling inquiries and after-sales services.
Ensure all relevant control measures are properly implemented.
Support ad-hoc tasks assigned by the Line Manager.
Requirements
At least 3 years of experience in the Life Insurance field.
Strong knowledge of life insurance with proven marketing experience.
Experience dealing with corporate banking and PRC customers is preferred.
Self-initiative, open-minded, and collaborative.
Strong customer service orientation and commitment to continuous improvement.
Passed IIQE Licensing Examinations.
Excellent verbal and written communication skills.
Proficiency in both English and Chinese; native Putonghua speakers preferred.
Proficient in Microsoft Office applications including Word, Excel, and Power Point.
Experience with corporate clients is an advantage.
Candidates with more experience may be considered for senior roles.
Additional Information
Seniority level: Associate
Employment type: Full-time
Industry: Banking
#J-18808-Ljbffr
Am-avp, Insurance Sales (brokerage Life)
Free
Am-avp, Insurance Sales (brokerage Life)
Hong Kong, Hong Kong,
Modified May 10, 2025
Description
Job details:
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Employer's info
OCBC Bank is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s. It is ranked by Bloomberg Markets as the world's strongest bank in 2011 and 2012.
OCBC Bank and its subsidiaries offer a broad array of specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.
OCBC Bank’s key markets are Singapore, Malaysia, Indonesia and Greater China. It has a network of over 470 branches and representative offices in 15 countries and territories, including about 350 branches and offices in Indonesia that are operated by its subsidiary, Bank OCBC NISP.
OCBC Bank's insurance subsidiary, Great Eastern Holdings, is the largest insurance group in Singapore and Malaysia by assets. Its asset management subsidiary, Lion Global Investors, is one of the largest private sector asset management companies in Southeast Asia. Private banking services are provided by subsidiary Bank of Singapore, which continued to gain industry recognition in 2011 including being voted “Outstanding Private Bank in Asia Pacific” by Private Banker International.
For more information, please visit www.ocbc.com.
Specialties
Consumer banking,
Corporate banking,
Investment banking,
Global wealth management
