Insurance Product Expert 財務策劃經理 - Wealth & Personal Banking

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Our wealth management businesses help high-net-worth and ultra-high net worth individuals and their families to grow, manage and preserve their wealth. We're rapidly expanding our client-facing and investment-focused teams in Wealth and Personal Banking in China, Hong Kong and Singapore, and are interested in speaking with high-performing individuals.

We are currently seeking a high calibre professional to join our team as an Insurance Product Expert.

Principal Responsibilities

• Manage the service environment at the branch to ensure the satisfaction of high net worth Premier customers
• Manage individual insurance portfolio to ensure the highest rate of customer satisfaction
• Partner with experienced Relationship Managers to create insurance opportunities by identifying customers wealth management needs and introduce appropriate insurance solutions
• Take the lead in planning the activities of a team of Relationship Managers while cooperating with them in meeting business objectives
• Implement effective strategies, increase productivity in the Premier market segment
• Establish effective working relationships with partnered Relationship Managers
• Provide professional wealth management services, such as regular financial review, to ensure appropriate wealth management solutions are offered to meet customer needs
• 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

我們現正尋找優秀的專業人士加入我們的團隊，成為財務策劃經理。

主要職責

• 管理分行服務環境以確保卓越理財高資產淨值客戶的滿意度
• 管理客戶個人保險組合以確保其對我們服務的高度滿意
• 與經驗豐富的客戶經理合作，透過了解客戶的財富管理需求，介紹合適的保險解決方案
• 負責客戶經理團隊的活動規劃，與客戶經理合作實現業務目標
• 實施有效策略，提高卓越理財市場團隊的生產力
• 與客戶經理建立緊密工作關係
• 提供專業財富管理服務，如定期財務檢閱，以確保財富管理解決方案可滿足客戶需求
• 確保團隊具有優秀的業務轉介及相關技能，促進產品知識和技能的分享，建立及保持正面的團隊文化

Requirements

• Tertiary or university level education, preferably in finance, business or a related discipline
• Solid experience in life insurance, preferably in Bancassurance
• Extensive wealth management and insurance product knowledge
• 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 verbal English and Cantonese, with Putonghua preferred
• Excellent communication, interpersonal and motivational skills

入職要求

• 持大專或大學學位，金融、商業本科或相關學科更佳
• 具豐富人壽保險經驗，以銀行保險為佳
• 具豐富財富管理及保險產品知識
• 需持有相關保險牌照，包括證券及期貨從業員資格考試卷一、七、八，及保險中介人資格考試卷一、二、三、五
• 操良好英語及粵語，懂普通話更佳
• 善於溝通，具良好的人際技巧及行動力

5k2023ADVHK

You’ll achieve more when you join HSBC. 
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Issued by The Hongkong and Shanghai Banking Corporation Limited.

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RTD2023