Outreach Insurance Specialist - Wealth and Personal Banking

Insurance • Central And Western District, Hong Kong, HK • 1d ago

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking (WPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.

We are currently seeking a high calibre professional to join our team as an Outreach Insurance Specialist.

Principal Responsibilities

Provide specialist advice on appropriate insurance solutions to ensure the insurance or protection needs of Advance and Mass Market, HSBC Premier Elite or Premier segment are well fulfilled
Handle individual insurance portfolio to ensure the highest rate of customer satisfaction and persistency
Establish effective working relationships with other teams within the Branch and other relevant partners that impact client's experience of HSBC in order to deliver a consistent approach and application of outstanding service standard
Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing
Maintain high level of compliance guidelines and procedures
Ensure self and team activities follow relevant legal and regulatory requirements and meets HSBC standards and procedures

Requirements

Tertiary or university level education, preferably in finance, business or a related field
Proven experience in life insurance, preferably in Bancassurance Extensive wealth management and insurance product knowledge and sales capabilities
Insurance related license are required, including Hong Kong Securities and Investment Institute Paper 1,7,8 and Insurance Intermediaries Qualifying Examination Paper 1,2,3,5 and compliance with related Continuing Professional Development (CPD) requirements
Certified Financial Planner or Certified Financial Marketing Professional accreditation or other relevant qualification an advantage
Good level of verbal English and Cantonese, with Putonghua preferred
Excellent communication, interpersonal and motivational skills
Self-motivated, excellent interpersonal skill

You'll achieve more when you join HSBC. http://www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

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