Join our fast-growing Asia Wealth Management teams
HSBC Life is a world-class institution where you can specialise in Insurance but enjoy the advantages that come with being part of a leading global international bank. Insurance is about people, and the promises they make. At HSBC Life we help deliver on these promises by providing a wide variety of life insurance products and services to our clients throughout the Asia-Pacific region.
Our employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our team of high-performing individuals to build skills and explore new experiences to realise the full potential of being part of HSBC.
Together we pursue efficient ways of working. We harness the latest data and technology solutions to achieve meaningful outcomes for our clients. The protection we offer creates broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.
We are currently seeking a high caliber professional to join our team as Wealth Insurance Planner.
Driving and implementing the new Strategic Financial Planning in accordance with the group standards
Promoting and enhancing the brand and image of the Bank
Consulting with all Branch Managers in the division assigned to effectively mobilize resources to coach and work with General Banking Officers and Wealth Management Managers in delivery of insurance products for fulfilling the needs of customers
Developing business plans and formulating business strategies with Branch Management and leading all sales tactics in the division assigned
Support the Wholesale Support Team Head on scheduling regular visits to the branches and work with Product Expert teams to achieve portfolio sales goals and identify areas of concern
Delivery of coaching seminars and product knowledge workshops to Wealth Management Managers and General Banking Officers to uplift their skills through best practice sharing
Ensure that the service delivered by various branches are being benchmarked and are of top quality
University Degree Holder
Solid years of working experience in business development, client servicing, or distribution support within financial services or insurance settings
Possess Insurance Intermediaries Qualifying Examination Paper, including Paper 1, 2, 3, and 5
Solid knowledge in Life Insurance Products
Strong coaching skills and strong business acumen
Solid knowledge in driving and implementing business Strategy within Bancassurance settings
Solid project management skills
Strong Proficiency in Microsoft Office
Excellent Communications and Interpersonal Skills
Fluent in English, Cantonese, and Mandarin
Read and Write in English and Chinese
You'll achieve more when you join HSBC.
Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.
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.
Internal Number: 5504688
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