Mobile Insurance Specialist - Hong Kong Business 財務策劃副總裁 , 财富管理及个人银行业务 (Kowloon City, Kowloon, HK)

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

Join HSBC Retail Banking and Wealth in Hong Kong as a Mobile Insurance Specialist. You will identify and capture insurance opportunities, manage portfolios, provide end-to-end insurance solutions, maintain compliance, and collaborate with branch teams across Hong Kong to deliver premier service and drive customer satisfaction.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
HSBC
HSBC
6 months ago

Mobile Insurance Specialist - Hong Kong Business 財務策劃副總裁 , 财富管理及个人银行业务 (Kowloon City, Kowloon, HK)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

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

Job Summary

Join HSBC Retail Banking and Wealth in Hong Kong as a Mobile Insurance Specialist. You will identify and capture insurance opportunities, manage portfolios, provide end-to-end insurance solutions, maintain compliance, and collaborate with branch teams across Hong Kong to deliver premier service and drive customer satisfaction.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial
Seniority: Entry level

Key Responsibilities

  • •Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads with a key focus on targeted customer group in Hong Kong
  • •Develop and retain quality relationship with targeted customer group; Manage individual insurance portfolios, conduct regular contact to Premier mainland customers to ensure the highest rate of customer satisfaction and persistency
  • •Engage end-to-end insurance service, including customer needs identification, solution recommendations, application fulfilment, and follow up
  • •Provide specialist advice on appropriate insurance solutions to meet the insurance and protection needs of Premier customers are well fulfilled
  • •Establish effective working relationships with other teams within the Branch and other relevant partners that impact the client's experience of HSBC to deliver a consistent approach and application of outstanding service standard

Key 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 mainland clients, preferably in Banc assurance 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 and compliance with related Continuing Professional Development (CPD) requirements
  • •A good level of English in reading and writing, fluent Mandarin is required
Experience:BankingInsuranceFinancial services
Education:Bachelor's
Skills:CommunicationInterpersonal skillsTeamworkCustomer focusProblem-solving
Licenses:Insurance license
Certifications:Insurance license
Languages:EnglishMandarin

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