Job ref no.: 2
Spencer Ogden (Hong Kong) Ltd

HSBC Bank Insurance Sales

Spencer Ogden (Hong Kong) Ltd

  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Flexible working hours

HSBC Bank Insurance Sales – Retail Banking and Wealth Management


Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

We are currently seeking a high caliber professional to join our team as Insurance Sales Premier Greater China Client Segment.

Principal responsibilities

Identify and capture insurance business opportunities with prompt follow up on analytically driven leads with a key focus on Non Resident Chinese customers in Hong Kong

Engage end to end insurance service including customer needs identification, solution recommendations, application fulfillment, and follow up

Provide specialist advice on appropriate insurance solutions to meet the insurance and protection needs of Premier Non Resident Chinese customers are well fulfilled

Manage individual insurance portfolio 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 client's experience of HSBC in order 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 high level of compliance guidelines and procedures

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



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 Non Resident Chinese clients, preferably in Bancassurance 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

Good level of English in reading and writing and fluent in Mandarin are required

Excellent communication, interpersonal and motivational skills 

If you are interested and would like to apply please send your latest CV by clicking Apply Now.

More job information
Job ref no. 2 (CT3115850-01#0125)
  • 45,000 - 70,000 / month
Job Function
Employment Term
  • Permanent
  • Full-time
  • 2 years
Career Level
  • Non-management level
  • Degree