Job ref no.: CT3130240-01#0171
Hang Seng Bank Limited

Mobile Insurance Sales

Hang Seng Bank Limited

Retail Distribution – Wealth Sales Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 250 branches and automated banking centres, including over 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population, offering an extensive range of products.

We are currently seeking high caliber professionals to join our department as Mobile Insurance Sales.

Principal responsibilities

  • Assist in driving the insurance business by identifying & capturing insurance business opportunities with prompt follow up so as to deepen HASE customer penetration, particularly the ‘HNW’ and the ‘Mainlander’ customer segment
  • Deliver ‘Total retirement planning’ solution to the most prestige customers of HASE, particular the mainlander and ‘top-tier’ customer segment
  • Assist CRMs/ECRMs to identify their customers’ financial needs on retirement and legacy planning in order to provide the appropriate insurance solution for them
  • Explore & expand customer base for insurance products
  • Ensure all control measures relevant to the job are undertaken to minimize risk exposure
  • Maintain the Group’s/ Bank’s internal control standards, implement and observe the Group’s/ Bank’s Compliance Policy and maintain awareness of operational risk and minimize the likelihood of it occurring


  • University graduate preferred; CFA/CFP/CFMP/QRA would be an advantage
  • Minimum of 4 years insurance sales experience; Exposure in universal life insurance policy would be an advantage
  • Attain appropriate professional and regulatory qualifications (IIQE Paper 1, 2 and 3 is a must/ HKSI Paper 1, 7 and 8 is preferred)
  • Attain any internal standards as required by country
  • Proficiency in both English and Chinese; Fluent Putonghua preferred
  • Customer centric mindset and ability to manage complex interactions effectively
  • Shown strong situation awareness, strong desire to learn and able to work in Agile environment
  • Be curious and with passion to think deeply and rationally
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we're leveraging our digital capabilities to ensure we can continue to recruit top talent at the HSBC Group. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed.

More job information
Job ref no. CT3130240-01#0171
Job Function
Employment Term
  • Permanent
  • Full-time
  • 4 years - 20 years or above
Career Level
  • Middle management level
  • Degree