HSBC

Mobile Insurance Specialist - Retail Banking and Wealth Management

HSBC
Full Time
Central
Non-specified
Junior (less than 3 years)
Bachelor
English, Cantonese, Mandarin (Putonghua)

Job Description

Mobile Insurance Specialist - Retail Banking and Wealth Management

Location: Asia Pacific-Hong Kong-Kowloon-Kowloon

Some careers grow faster than others.
If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential.
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 Mobile Insurance Specialist.
Principal responsibilities
  • Identify and capture insurance business opportunities with prompt follow up on analytically driven leads with key focus on Non Residence Chinese customers in Hong Kong
  • Engage end to end insurance service including customer needs identification, solution recommendations, application fulfillment, and follows up
  • Provide specialist advice on appropriate insurance solutions to ensure the insurance and protection needs of Premier Non Residence Chinese customers are well fulfilled
  • Manage 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 ensure 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 comply with relevant legal and regulatory requirements and meets HSBC standards and procedures

Qualifications

Requirements
  • 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 and sales capabilities
  • 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, and fluency in Putonghua is required
  • Excellent communication, interpersonal and motivational skills
  • Self motivated, excellent interpersonal skill  
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

  • Analytics
  • Compliance
  • Financial Planning
  • Life Insurance
  • Marketing
  • Sales
  • Wealth Management