- Financial Planning
- Life Insurance
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.
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
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.
|Career Level||Junior (less than 3 years)|
|Qualification||Certified Financial Marketing Professional (CFMP), Certified Financial Planner (CFP)|
|Language||English, Cantonese, Mandarin (Putonghua)|