Mobile Insurance Specialist Team Leader - Retail Banking and Wealth Management


Technical Skills

  • Compliance
  • Financial Planning
  • Life Insurance
  • Marketing
  • Sales
  • Training

Job Description

Mobile Insurance Specialist Team Leader - Retail Banking and Wealth Management

Location: Asia Pacific-Hong Kong-Kowloon-Kowloon

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.
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 Team Leader.
Principal responsibilities
  • Drive and implement insurance strategies with focus on the Non-residence Chinese customers in Hong Kong in accordance with the bancassurance model under group initiatives
  • Promote Insurance Specialist to provide specialist advice on appropriate insurance solutions to ensure the insurance and protection needs of Non-residence Chinese customers are well fulfilled
  • Support Distribution Sales Management team to drive network plans, coordinate with the divisions to implement strategies, and share best practices
  • 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
  • Supervise and monitor a team of Insurance Specialists for the Non-residence Chinese segments by providing appropriate customer needs fulfillment training and management support
  • Provide proper coaching and training to uplift the competency and quality of own team in order to ensure consistent delivery of excellent results
  • Encourage staff development through training, guidance and effective people management
  • Maintain high level of compliance guidelines and procedures
  • Ensure self and team activities comply with relevant legal, regulatory requirements and HSBC Practice standards and procedures


  • Tertiary or university level education, preferably in finance, business or a related discipline
  • Proven ability to achieve business results with sound track record
  • Strong coaching skills and strong business acumen
  • Solid experience in need based sales, marketing, and relationship management experience in financial services, with main focus in life insurance sales
  • 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
  • Must be a team player, enthusiastic in driving and implementing need based sales strategy
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 LevelBachelor
QualificationCertified Financial Marketing Professional (CFMP), Certified Financial Planner (CFP)
LanguageEnglish, Cantonese, Mandarin (Putonghua)
HSBCPrivate Banking and Wealth Management

1 Queen's Road Central, Central

directions_walk6 mins walk from Central Station