Outreach 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 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. 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.
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC's wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers' needs.
We are currently seeking a high calibre professional to join our team as Outreach Insurance Specialist.
Provide specialist advice on appropriate insurance solutions to ensure the insurance or protection needs of Advance and Mass Market, Jade or Premier segment 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
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, with Putonghua preferred
Excellent communication, interpersonal and motivational skills
Self-motivated, excellent interpersonal skill
To be considered for this role, the relevant rights to work in Hong Kong is required. You'll achieve more when you join HSBC. www.hsbc.com/careers
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Issued by The Hongkong and Shanghai Banking Corporation Limited.