Manager, Insurance Services

About Dah Sing Group
The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China.
Our currency is caring, teamwork and progressiveness. We accept that everyone is unique and different in talent, but alike in the capacity for growth. Our task is to shape a culture that creates a sense of pride in achieving something beyond just a job, and an environment where you can be your true and authentic self, like at home.

Reporting to Head of Insurance Services, you will be responsible for developing and implementing sales processes control & monitoring, housekeeping web-based resources centre and supervising sales MIS.

Responsibilities

• Review complaint cases and audit issues/findings from mystery shopper programs and ensure all deficiencies related to sales processes are properly identified and managed through enhancement of control mechanism
• Conduct investigations on complaints related to misconduct and the violation of relevant regulations
• Design and implement risk-based compliance monitoring mechanism for identification of suspicious transactions for further investigation and test adherence to the compliance policies and guidelines
• Liaise with business partner & internal departments to resolve regulatory compliance issues and provide recommendations to ensure compliance in all aspects of operations
• Keep abreast of current compliance and regulatory trends and best compliance practices within the industry
• Organise compliance trainings and briefings to frontline staff
• Housekeep web-based Insurance Library and ensure all forms and supporting materials are up-to-date
• Conduct Training Needs Analysis to facilitate competency development for frontline staff
• Participate in sales campaign management to provide useful information and develop assessment model
• Lead and compile various MIS reports and presentations

To meet the challenge, you should have the following qualifications and attributes:

• Degree holder or above in Finance, Marketing, Business Administration or related disciplines
• Minimum 8 years of relevant experience in banking or insurance industry with good understanding of Bancassurance business and regulatory requirements
• Possess experience on sales management and frontline staff coaching is an edge
• Proficient on developing risk control framework
• Excellent analytical skill
• Good command of written and spoken English and Chinese

Please note that only shortlisted candidates will be notified.