Insurance Product Expert - Retail Banking and Wealth Management

Full Time
Junior (less than 3 years)
English, Cantonese, Mandarin (Putonghua)

Job Description

Insurance Product Expert - Retail Banking and Wealth Management

Location: Asia Pacific-Hong Kong-Kowloon-Kowloon

Some careers open more doors than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities.
Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.
We are currently seeking a high caliber professional to join our team as Insurance Product Expert.
Principal responsibilities
  • Manage the service environment at the branch to ensure the satisfaction of high net worth Premier customers.
  • Manage individual insurance portfolio to ensure the highest rate of customer satisfaction
  • Report to Senior Relationship Managers, you will partner with experienced Relationship Managers to create Insurance opportunities by identifying customer’s wealth management needs and introduce appropriate insurance solutions
  • Take the lead in planning the activities of a team of Relationship Managers while cooperating with them in meeting business objectives
  • Implement effective strategies, increase productivity in the Premier market segment
  • Establish effective working relationships with partnered Relationship Managers
  • Provide professional wealth management services, such as regular financial review, to ensure appropriate wealth management solutions are offered to meet customer needs
  • 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


  • Tertiary or university level education, preferably in finance, business or a related discipline
  • Solid experience in life insurance, preferably in Bancassurance
  • Extensive wealth management and insurance product knowledge
  • Insurance licenses required
  • 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  
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.

Professional Qualifications

  • Certified Financial Marketing Professional (CFMP)
  • Certified Financial Planner (CFP)

Technical Skills

  • Financial Planning
  • Life Insurance
  • Marketing
  • Wealth Management