Private Banking Insurance Specialist (Chinese Speaking)

Private Banking Insurance Specialist (Chinese Speaking)

AIA Group
3-5 years
Not Specified

Job Description

Bring your career aspirations to life with AIA!(1) To offer product solutions based on the financial needs of their clients to ensure that individual and Company targets and KPIs are met and exceeded and,
(2) Develop a good relationship with their assigned BPI Private Banking Relationship Manager/s (PB RM) to ensure continuous source of leadsRoles and Responsibilities:
  • Promote and maintain the reputation of both BPI and Philam Life.
  • Deliver committed sales targets and service levels.
  • Ensure that there is lead generation activity (client portfolio review and planning with the PB RM, face to face with client, etc.) based on Company standards with his/her assigned Private Banking Relationship Manager.
  • Solicit new business, cross-sell and up-sell identified BPI-Philam products to the Private Banking Unit's customer base.
  • Establish, maintain and grow relationships with the Private Banking RM they are assigned to through regular meetings and other means for the purposes of generating bancassurance leads and bancassurance business.
  • Act as a liaison between the customer and our back office for policy servicing, claims or other customer concerns.
  • Provide timely field intelligence on products, marketing campaigns, competitors and the bank partner that will affect bancassurance business
  • At least 3-5 years of proven sales experience with 1-2 years are in a supervisory or managerial capacity
  • Must be fluent in Chinese (Spoken and Written)
  • With pleasing personality
  • Excellent interpersonal and communication skills (oral and written)
  • Excellent relationship management skills
  • Excellent strategic planning and execution skills

About AIA Group

The roots of today's AIA Group can be traced to 1919 when entrepreneur Cornelius Vander Starr established his first insurance business in Shanghai, China. What followed was pioneering growth, securing AIA's position as the largest independent publicly listed pan-Asian life insurance group-spanning 18 markets and serving the holders of more than 38 million individual policies and more than 16 million group scheme members. AIA is based in Hong Kong and is listed on The Stock Exchange of Hong Kong under the stock code '1299' (ticker symbol: 'AAGIY'). AIA's contributions have supported social and economic progress across Asia, while also advancing the reach and impact of life insurance across the region. In 2020, we paid more than US$16 billion in benefits and claims, providing essential financial protection when it was needed the most. We also take pride in the long-term relationships we have developed with our customers and agents that in many cases have continued for generations. The insurance industry plays an important role in addressing the sustainability challenges our communities face. With this in mind, AIA's ambition is to be a global industry leader in Environmental, Social, Governance (ESG), shaping a sustainable future for the communities we serve and creating long-term value for our stakeholders. For more than a century, AIA has strived to make a significant, positive impact for our customers and communities across Asia. As we look to the future, this commitment is reinforced by our Purpose: to help millions of people live Healthier, Longer, Better Lives. Our Purpose guides the decisions we make and the actions we take as an organisation-empowering and enabling people to understand and manage their health, while meeting their long-term savings and protection needs. Helping create a healthier Asia is one of the most important and valuable things we can do for our communities, today and tomorrow.

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