Mobile Insurance Specialist - Wealth and Personal Banking Mobile Insurance Specialist - Wealth and Personal  …

HSBC
in Hong Kong
Permanent, Full time
Be the first to apply
Not Specified
HSBC
in Hong Kong
Permanent, Full time
Be the first to apply
Not Specified
HSBC
Mobile Insurance Specialist - Wealth and Personal Banking

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
Requirements
  • 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.

 
To be considered for this role, the relevant rights to work in Hong Kong is required.

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.

Issued by The Hongkong and Shanghai Banking Corporation Limited. 

Company Overview

HSBC is one of the world’s largest banking and financial services organisations. We serve more than 39 million customers through four global businesses: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Global Private Banking. Our network covers 66 countries and territories in Europe, Asia, the Middle East and Africa, North America and Latin America.

We aim to be where the growth is, connecting customers to opportunities, enabling businesses to thrive and economies to prosper, and ultimately helping people to fulfil their hopes and realise their ambitions.

Whether you are looking for a first job or taking the next step in your career, we offer many ways for you to realise your ambitions. Come and work with us and you'll have opportunities to make connections all over the world and help build the bank for the future.

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