Account Services Executive II - HSBC Insurance


Technical Skills

  • Customer Service
  • Life Insurance
  • MPF
  • Sales

Job Description

Account Services Executive II - HSBC Insurance

Location: Asia Pacific-Hong Kong-Kowloon-Tai Kok Tsui

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.
HSBC Insurance provides a comprehensive range of life products and services to suit the every possible need of our personal, commercial, corporate, institutional and private banking customers. As a leader in new life insurance business and Hong Kong’s largest administrator of retirement schemes, the business serves this diverse client portfolio from its management offices in Hong Kong and through a wide network of banking, consumer finance and insurance subsidiaries throughout the Asia-Pacific region.
We are currently seeking a high caliber professional to join our team as Account Services Executive II.
Principal responsibilities
  • To achieve the company’s retention target by taking proactive management of the existing portfolio
  • Build excellent client relationship for portfolio retention
  • Assist Sales Team to achieve the target by generating referrals
  • To improve the operational efficiency by providing full support to campaigns and programmes
  • Provide feedback from customers on our products and services for continuous improvement


  • Educational qualifications and experience within a relevant field
  • Mandatory Provident Fund License
  • Relevant experience in customer service within financial services
  • Good interpersonal skills and presentation skills
  • Ability to communicate in an effective manner with stakeholders 
You’ll achieve more when you join HSBC.
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.
Employment TypeFull-time
Education LevelNon-specified
HSBCPrivate Banking and Wealth Management

1 Queen's Road Central, Central

directions_walk6 mins walk from Central Station