Wealth Insurance Planner‎ - HSBC Life Wealth Insurance Planner‎ - HSBC Life …

in Hong Kong
Permanent, Full time
Be the first to apply
Not Specified
in Hong Kong
Permanent, Full time
Be the first to apply
Not Specified
Wealth Insurance Planner‎ - HSBC Life

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 shine brighter than others.

If you’re looking for a career that will help you stand out, join HSBC and fulfil your 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.


HSBC Life is a world-class institution where you can specialize 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 realize 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 calibre professional to join our team as a Wealth Insurance Planner.
Principal Responsibilities

  • 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 Banking or life 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
  • Strong Proficiency in Microsoft Office
  • Excellent Communications and Interpersonal Skills
  • Fluent in English, Cantonese, and Mandarin.  Read and Write in English and Chinese  

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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