VP II - Insurance (Kowloon City, Kowloon, HK)

HSBC
Hong Kong
Workplace: OnsiteFull timeFunction: Insurance & ActuarialSkills: ["Communication","Interpersonal","Sales","Customer service"]

Lead strategic insurance sales initiatives within HSBC, proactively identifying new business opportunities and driving direct sales with Commercial Banking teams to grow Investment and Insurance wallet share. Manage key relationships, provide after-sales service, and advise clients on solutions while mentoring junior staff to achieve team targets in a fast-paced financial services environment.

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HSBC
HSBC
6 months ago

VP II - Insurance (Kowloon City, Kowloon, HK)

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Last checked: 2 hours agoStatus: Live

Job Summary

Lead strategic insurance sales initiatives within HSBC, proactively identifying new business opportunities and driving direct sales with Commercial Banking teams to grow Investment and Insurance wallet share. Manage key relationships, provide after-sales service, and advise clients on solutions while mentoring junior staff to achieve team targets in a fast-paced financial services environment.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Sr. Manager level

Key Responsibilities

  • •Identify new business opportunities and provide direct sales services to customers, engaging Commercial Banking Relationship Managers and frontline partners; convert opportunities into income with revenue targets regularly achieved or exceeded.
  • •Manage the department’s key relationships by providing excellent after-sales service and identifying untapped opportunities to grow customers’ Investment and Insurance wallet share.
  • •Provide excellent customer service to satisfy customers and to acquire, retain and strengthen relationships.
  • •Work with Commercial Banking Relationship Manager closely on a day-to-day basis to build trust and ensure referrals are made timely and effectively.
  • •Provide professional advice to internal and external customers on how Investment and Insurance can fulfil business requirements and mentor less experienced team members to jointly achieve sales and targets.

Key Requirements

  • •Solid years of experience for insurance and investment products.
  • •Insurance Intermediaries Qualifying Exam, paper 1, 2, 3 and 5 or possess certain insurance qualification according to the regulatory requirement.
  • •Hong Kong Securities and Investment Paper 1,7 and 8 or possess certain investment wealth management qualifications according to the regulatory requirement.
  • •Strong interpersonal, sales and communication skill. Good Computing skills
  • •Excellent oral and written communication skills in both English and Chinese. Fluency in Putonghua would be an advantage
Experience:FinanceInsuranceBanking
Skills:CommunicationInterpersonalSalesCustomer service
Certifications:Insurance & Investment qualificationsHKSI Papers 1,7,8
Languages:EnglishCantoneseMandarin

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