Executive Insurance Product Expert I (Cross-boundary) (Mongkok, Kowloon, HK)

HSBC
Hong Kong
Workplace: OnsiteFull timeFunction: Insurance & ActuarialEducation: bachelorsSkills: ["Interpersonal","Presentation","Communication","Customer service","Teamwork"]

Role within HSBC’s Retail Banking near wealth sales: provide retirement and financial planning solutions, collaborate with Customer Relationship Managers to grow Mainland China insurance business, identify customers’ financial needs, and deliver quality after-sales services while training Relationship Managers to promote insurance products in a cross-boundary, retail context.

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HSBC
HSBC
3 months ago

Executive Insurance Product Expert I (Cross-boundary) (Mongkok, Kowloon, HK)

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Last checked: 14 hours agoStatus: Live

Job Summary

Role within HSBC’s Retail Banking near wealth sales: provide retirement and financial planning solutions, collaborate with Customer Relationship Managers to grow Mainland China insurance business, identify customers’ financial needs, and deliver quality after-sales services while training Relationship Managers to promote insurance products in a cross-boundary, retail context.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Insurance & Actuarial

Key Responsibilities

  • •Provide retirement and financial planning solutions to top-tier customer segment
  • •Collaborate with Customer Relationship Managers to expand the clientele of Mainland China insurance business
  • •Identify customers’ financial needs and deliver quality after-sales services
  • •Conduct training sessions for Customer Relationship Managers to enhance their knowledge/skills in promoting insurance products

Key Requirements

  • •University graduate or possessing relevant professional qualification such as CFA, CFP, CFMP and QRA will be an advantage
  • •Proven experience in insurance sales, preferably with exposure in selling universal life insurance policy
  • •Excellent interpersonal and presentation skills, self-motivated with strong drive to succeed
  • •Proficiency in English and Chinese; able to converse in Putonghua a definite advantage
  • •Customer centric mindset and ability to manage complex interactions effectively
Experience:InsuranceWealth managementFinancial servicesRetail banking
Education:Bachelor's
Skills:InterpersonalPresentationCommunicationCustomer serviceTeamwork
Certifications:CFACFPCFMPQRA
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