Greater China Insurance Specialist (HK based) - Wealth & Personal Banking 財務策劃副總裁,财富管理及个人银行业务

Some careers have more impact than others.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC’s wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion.  Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals.  We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.

We are currently seeking a high calibre professional to join our team as a Mobile Insurance Specialist.

Principal Responsibilities

• Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads with a key focus on mainland customers in Hong Kong
• 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 mainland customers are well fulfilled
• Manage individual insurance portfolios to ensure the highest rate of customer satisfaction and persistency
• 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
• Build and maintain a positive team culture through ensuring quality business referrals and referral skills among team members and contributing to product knowledge and skills sharing
• Maintain a high level of compliance guidelines and procedures
• Ensure self, and team activities comply with relevant legal and regulatory requirements and meet HSBC standards and procedures

主要职责：

• 针对内地客户，及时关注并分析跟进，把握保险业务机会
• 提供端到端的保险服务，包括洞 察客户需求、提供解决方案建议、履行客户的相关申请和后续跟进
• 基于恰当的保险解决方案提供专业建议，以满足内地的卓越理财客户的保险和保障需求
• 管理个人保险组合以确保客户满意度和品牌忠诚度
• 与分行内的其他团队以及其他负责汇丰客户体验的相关部门建立高效的工作关系，以提供给客户一致的服务方式和卓越的服务标准
• 通过确保优质业务的引荐往来，提高团队成员的推荐技巧，以及对于产品知识和技能的共享，来建立和维护一种积极向上的团队文化
• 确保高水平的合规准则和合规程序
• 确保个人和团队活动符合相关法律和监管要求，并符合汇丰银行内部的标准和程序

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
• A good level of English in reading and writing, and fluent in Mandarin is required
• Excellent communication, interpersonal and motivational skills

入职条件

• 持有高等教育或大学学历，主修金融、商务或相关学科优先考虑
• 善于洞察客户需求，具有在人寿保险解决方案领域及服务内地客户的双关经验，有在银行保险领域工作经验的人士优先考虑
• 具有丰富的财富管理经验，具备相关的保险产品的知识和销售能力
• 需要保险相关执照，包括香港证券及投资学会试卷 1,7,8 和保险中介人资格考试试卷 1,2,3,5
• 必须掌握流利的普通话水平，以及良好的英文读写能力
• 具备出色的沟通、人际交往和自我激励能力

You’ll achieve more when you join HSBC. 
http://www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited
本文件由香港上海汇丰银行有限公司刊发

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management

5k2023ADVHK

li>Manage individual insurance portfolios to ensure the highest rate of customer satisfaction and persistency

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

Build and maintain a positive team culture through ensuring quality business referrals and referral skills among team members and contributing to product knowledge and skills sharing

Maintain a high level of compliance guidelines and procedures

Ensure self, and team activities comply with relevant legal and regulatory requirements and meet HSBC standards and procedures

主要职责：

• 针对内地客户，及时关注并分析跟进，把握保险业务机会
• 提供端到端的保险服务，包括洞 察客户需求、提供解决方案建议、履行客户的相关申请和后续跟进
• 基于恰当的保险解决方案提供专业建议，以满足内地的卓越理财客户的保险和保障需求
• 管理个人保险组合以确保客户满意度和品牌忠诚度
• 与分行内的其他团队以及其他负责汇丰客户体验的相关部门建立高效的工作关系，以提供给客户一致的服务方式和卓越的服务标准
• • 通过确保优质业务的引荐往来，提高团队成员的推荐技巧，以及对于产品知识和技能的共享，来建立和维护一种积极向上的团队文化
• • 确保高水平的合规准则和合规程序
• • 确保个人和团队活动符合相关法律和监管要求，并符合汇丰银行内部的标准和程序

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

A good level of English in reading and writing, and fluent in Mandarin is required

Excellent communication, interpersonal and motivational skills

 

入职条件

• 持有高等教育或大学学历，主修金融、商务或相关学科优先考虑

• 善于洞察客户需求，具有在人寿保险解决方案领域及服务内地客户的双关经验，有在银行保险领域工作经验的人士优先考虑

• 具有丰富的财富管理经验，具备相关的保险产品的知识和销售能力

• 需要保险相关执照，包括香港证券及投资学会试卷 1,7,8 和保险中介人资格考试试卷 1,2,3,5

• 必须掌握流利的普通话水平，以及良好的英文读写能力

• 具备出色的沟通、人际交往和自我激励能力

You’ll achieve more when you join HSBC. 
http://www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited
本文件由香港上海汇丰银行有限公司刊发

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management

5k2023ADVHK