WEALTH PLANNING SPECIALIST I (WPS I) (Macau, Macau, MO, -)

HSBC
Macau
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceEducation: bachelorsSkills: ["Communication","Interpersonal skills","Coaching","Problem-solving","Teamwork"]

Join HSBC Life as a Wealth Planning Specialist I in Macau to provide specialist insurance advice, support end-to-end sales journeys, and identify opportunities through referrals. You’ll manage client insurance portfolios, collaborate with branch staff, and contribute to product solutions while promoting HSBC Life’s brand and delivering top-quality service to clients in the Asia-Pacific region.

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FursaFursa
HSBC
HSBC
6 months ago

WEALTH PLANNING SPECIALIST I (WPS I) (Macau, Macau, MO, -)

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Last checked: 13 minutes agoStatus: Live

Job Summary

Join HSBC Life as a Wealth Planning Specialist I in Macau to provide specialist insurance advice, support end-to-end sales journeys, and identify opportunities through referrals. You’ll manage client insurance portfolios, collaborate with branch staff, and contribute to product solutions while promoting HSBC Life’s brand and delivering top-quality service to clients in the Asia-Pacific region.
Location: Macau
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance

Key Responsibilities

  • •Provide specialist advice to customers on appropriate insurance solutions and support end to end insurance sales journey in order to ensure the insurance/ protection needs of customers are well fulfilled
  • •Identify and capture business opportunity from affinity/ customer referrals by supporting promotion booth / making outbound call
  • •Provide referral leads to Macau Branch staffs from identifying customer’s other wealth needs, or onboarding the non-bank customer
  • •Manage customer’s insurance portfolio to ensure the highest rate of customer satisfaction and persistency
  • •Observe feedback from customers/ working partners and provide insight for streamlining process and coming up with new ideas on product solutions

Key Requirements

  • •University Degree Holder.
  • •Knowledge in Life Insurance Products is preferred.
  • •Experience in business development, client servicing or distribution support within banking or life insurance or other customer servicing industries.
  • •Strong coaching skills and strong business acumen.
  • •Fluent in English, Cantonese and Mandarin.
Experience:BankingLife insurance
Education:Bachelor's
Skills:CommunicationInterpersonal skillsCoachingProblem-solvingTeamwork
Certifications:Insurance Intermediaries Qualifying Examination Paper 1, 3 and 5 preferred
Languages:EnglishCantoneseMandarin
Tech Stack:Microsoft Office

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