Job ref no.: 276824292-0000IE0K

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


Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

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



  • 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


  • 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


  • 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


You’ll achieve more when you join HSBC.

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.

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

More job information
Job ref no. 276824292-0000IE0K
Job Function
  • Central
Work Model
  • On-site / At the workplace
Employment Term
  • Full-time
  • 1 year - 2 years
Career Level
  • Entry level
  • Degree