Executive Insurance Product Expert II - Hang Seng Bank (HK) (Mongkok, Kowloon, HK)

HSBC
Hong Kong
Workplace: OnsiteFull timeFunction: Insurance & ActuarialEducation: bachelorsSkills: ["Communication","Problem-solving","Customer focus","Collaboration","Multitasking"]

We are hiring an Executive Insurance Product Expert II to drive the insurance business for Hang Seng Bank's Retail Distribution, focusing on high-net-worth and mainlander segments. You will deliver retirement planning solutions, identify customer needs, explore opportunities, maintain internal controls, and support CRM/ECRM teams in providing appropriate insurance solutions to prestige clients in Hong Kong.

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FursaFursa
HSBC
HSBC
6 months ago

Executive Insurance Product Expert II - Hang Seng Bank (HK) (Mongkok, Kowloon, HK)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

We are hiring an Executive Insurance Product Expert II to drive the insurance business for Hang Seng Bank's Retail Distribution, focusing on high-net-worth and mainlander segments. You will deliver retirement planning solutions, identify customer needs, explore opportunities, maintain internal controls, and support CRM/ECRM teams in providing appropriate insurance solutions to prestige clients in Hong Kong.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial

Key Responsibilities

  • •Assist in driving the insurance business by identifying and capturing insurance business opportunities with prompt follow up to deepen HASE customer penetration, particularly the HNW and Mainlander customer segment
  • •Deliver Total retirement planning solution to the most prestige customers of HASE, particularly the mainlander and top-tier customer segment
  • •Assist CRMs/ECRMs to identify their customers’ financial needs on retirement and legacy planning to provide the appropriate insurance solution
  • •Explore and expand customer base for insurance products
  • •Ensure all control measures relevant to the job are undertaken to minimize risk exposure

Key Requirements

  • •University graduate preferred; CFA/CFP/CFMP/QRA would be an advantage
  • •Proven experience in insurance sales; Exposure in universal life insurance policy would be an advantage
  • •Attain appropriate professional and regulatory qualifications (IIQE Paper 1, 2 and 3 is a must/ HKSI Paper 1, 7 and 8 is preferred)
  • •Attain any internal standards as required by country
  • •Proficiency in both English and Chinese; Fluent Putonghua preferred
Experience:BankingFinancial servicesWealth management
Education:Bachelor's
Skills:CommunicationProblem-solvingCustomer focusCollaborationMultitasking
Certifications:IIQEHKSICFACFPCFMPQRA
Languages:EnglishChinesePutonghua

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn