HSBC

5 days ago

VP II - Insurance

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Drive commercial insurance business growth by proactively identifying opportunities and delivering direct sales to customers, converting leads into revenue while meeting/exceeding targets. Manage key department relationships through strong after-sales service and expansion of customers’ I&I wallet share. Build trust with CMB RMs, provide professional advice, support training/workshops, mentor less experienced team members, and help execute business strategy in line with HSBC compliance and sales protocols.

Location: America/Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Insurance & Actuarial

Seniority: Sr. Director level

Key Responsibilities

•Proactively identify commercial insurance business opportunities and provide direct sales services, converting opportunities into revenue at a high closing ratio.
•Manage key relationships by delivering excellent after-sales service and identifying untapped opportunities to grow/maximise customers’ I&I wallet share.
•Provide excellent customer service and acquire, retain, and strengthen customer relationships.
•Work closely with CMB RMs to build trust, handle referrals/requests timely, and provide professional advice to customers.
•Recommend changes in products, service, and processes, mentor less experienced team members, and engage CMB Directors and team heads in business strategy execution.

Key Requirements

•Bachelor degree.
•Over 3 years’ sales experience for insurance/investment products.
•IIQE (paper 1, 2, 3, and 5) or an insurance qualification aligned with regulatory requirements.
•RI license (HKSI paper 1, 7 and 8) or investment wealth management qualifications aligned with regulatory requirements.
•Strong interpersonal, sales, and communication skills with good PC skills.

Experience:InsuranceInvestment products

Education:Bachelor's

Skills:Interpersonal skillsSalesCommunicationComplianceMentorship

Licenses:RI license (HKSI papers 1, 7 and 8)

Certifications:IIQE (papers 1, 2, 3 and 5)RI license (HKSI papers 1, 7 and 8)

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: 3.6

Website LinkedIn

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HSBC

5 days ago

VP II - Insurance

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Location: America/Chicago

Workplace: Onsite

Employment Type: Full time

Job Function: Insurance & Actuarial

Seniority: Sr. Director level

Key Responsibilities

•Proactively identify commercial insurance business opportunities and provide direct sales services, converting opportunities into revenue at a high closing ratio.
•Manage key relationships by delivering excellent after-sales service and identifying untapped opportunities to grow/maximise customers’ I&I wallet share.
•Provide excellent customer service and acquire, retain, and strengthen customer relationships.
•Work closely with CMB RMs to build trust, handle referrals/requests timely, and provide professional advice to customers.
•Recommend changes in products, service, and processes, mentor less experienced team members, and engage CMB Directors and team heads in business strategy execution.

Key Requirements

•Bachelor degree.
•Over 3 years’ sales experience for insurance/investment products.
•IIQE (paper 1, 2, 3, and 5) or an insurance qualification aligned with regulatory requirements.
•RI license (HKSI paper 1, 7 and 8) or investment wealth management qualifications aligned with regulatory requirements.
•Strong interpersonal, sales, and communication skills with good PC skills.

Experience:InsuranceInvestment products

Education:Bachelor's

Skills:Interpersonal skillsSalesCommunicationComplianceMentorship

Licenses:RI license (HKSI papers 1, 7 and 8)

Certifications:IIQE (papers 1, 2, 3 and 5)RI license (HKSI papers 1, 7 and 8)

Languages:EnglishChinesePutonghua

Company Brief

HSBC

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: 3.6

Website LinkedIn