Business Development Officer, Mandatory Provident Fund - HSBC Insurance


Technical Skills

  • Business Development
  • Compliance
  • Customer Service
  • MPF
  • ORSO

Job Description

Business Development Officer, Mandatory Provident Fund - HSBC Insurance

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

Some careers shine brighter than others
If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential.
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 Business Development Officer, Mandatory Provident Fund.
Principal responsibilities
  • Proactively identify business opportunities through outbound calls to increase the leads from new to HSBC Mandatory Provident Fund customers.
  • Understand and provide excellent customer service, enabling customers to enjoy the full benefits of our Mandatory Provident Funds and Employee Benefits products.
  • Complete the appointment booking fulfillment process as appropriate and ensure daily operation consistently accompany with all related regulatory requirements and HSBC control standard so that quality and effective service are delivered, ensure compliance where applicable.
  • Meet service performance standard by responding to customer enquiries and resolving customer problems or complaints with care and efficiency through quality customer service and appropriate flexibility.
  • Keeps up to date and self-equipped via varies e learning and self-development channels proactively.
  • Support the objective of service excellence by participating actively in team activities to share best practice, information, ideas and techniques for service and productivity improvement.
  • Work closely and effectively with the Business Development Manager and other stakeholders in both Bank and Insurance to maximize production in accordance with matching customer needs to individual products and services.
  • Support and follow the Global Standards and global or local regulatory and compliance initiatives or frameworks for the Pensions business to mitigate the risks of non-compliance


  • Form 5 graduate or above
  • Qualified with Insurance Intermediaries Qualifying Examination Paper I, III, IV is preferred
  • Solid relevant experience in banking or customer service
  • Basic understanding of the Mandatory Provident Funds or Occupational Retirement Schemes Ordinance business and up-to-date product knowledge
  • Highly motivated, positive attitude and accountable
  • Team player with a self motivated mindset and genuine interest in banking or pensions industry
  • Excellent interpersonal and presentation skills
  • Effective problem solving skills
  • Fresh Graduates are welcome to apply
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 LevelLower Secondary
QualificationIIQE 1 - Principles and Practice of Insurance Examination, IIQE 3 - Long Term Insurance Examination, IIQE 4 - Investment-linked Long Term Insurance Examination
HSBCPrivate Banking and Wealth Management

1 Queen's Road Central, Central

directions_walk6 mins walk from Central Station