Mobile Insurance Specialist - Wealth and Personal Banking
July 25, 2020
The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we're leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.
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. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Our wealth management businesses help high-net-worth and ultra-high net worth individuals and their families to grow, manage and preserve their wealth. We're rapidly expanding our client-facing and investment-focused teams in Wealth and Personal Banking in China, Hong Kong and Singapore, and are interested in speaking with high-performing individuals.
We are currently seeking a high calibre 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 a key focus on Non Resident Chinese customers in Hong Kong
Engage end to end insurance service including customer needs identification, solution recommendations, application fulfillment, and follow up
Provide specialist advice on appropriate insurance solutions to meet the insurance and protection needs of Premier Non Resident 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 deliver 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
Rich experience in understanding clients' needs and providing life insurance solutions to clients with exposure to Non Resident Chinese clients, preferably in Bancassurance field
Extensive wealth management and insurance product knowledge and sales capabilities
Insurance related license are required, including Hong Kong Securities and Investment Institute Paper 1,7,8 and Insurance Intermediaries Qualifying Examination Paper 1,2,3,5
Good level of English in reading and writing and fluent in Mandarin are required
Excellent communication, interpersonal and motivational skills
To find out more about roles in Wealth Management in Hong Kong, mainland China and Singapore visit www.hsbc.com/wealth-careers AWA2019
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.
To be considered for this role, the relevant rights to work in Hong Kong is required.
Issued by The Hongkong and Shanghai Banking Corporation Limited.