Job ref no.: 256408340-0000F2I8
HSBC

Wealth Insurance Planner‎ - HSBC Life

HSBC

Some careers shine brighter than others.


If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. 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.


HSBC Life is a world-class institution where you can specialize in Insurance but enjoy the advantages that come with being part of a leading global international bank. Insurance is about people, and the promises they make. At HSBC Life we help deliver on these promises by providing a wide variety of life insurance products and services to our clients throughout the Asia-Pacific region.


Our employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our team of high-performing individuals to build skills and explore new experiences to realize the full potential of being part of HSBC.


Together we pursue efficient ways of working. We harness the latest data and technology solutions to achieve meaningful outcomes for our clients. The protection we offer creates broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.


We are currently seeking a high calibre professional to join our team as a Wealth Insurance Planner.

Principal Responsibilities



The Business Development role is responsible for generating new business and for initiating and managing business development initiatives.


The responsibilities of this role will include most of the following:


  • Supporting tasks to establish new business relationships and strengthening existing ones, whilst ensuring fair outcomes for all types of customers

  •  Providing support to the communication new products, propositions and relevant market information to customers

  • Supporting distribution channel business development strategies

  • Supporting plans and strategies to generate new business as well as increase revenue for existing ones

  • Collaborating with internal stakeholders, which may include relationship mangers and product specialists, to maximise cross-selling opportunities for the bank

  • Participating in events, initiatives and activities to develop business opportunities

  • Protect the bank's reputation and ensuring an acceptable risk profile, whilst deepening your understanding of the client through credit and customer due diligence reviews

Requirements


  • University degree in Business or related discipline

  • Possess strong commercial thinking and business acumen – able to highlight key compliance and risk issues that could impact business performance

  • Possess Insurance Intermediaries Qualifying Examination Paper, including Paper 1, 3, and 5

  • Strong communication, organizational and project management skills

  • A team player, enthusiastic in driving and implementing projects, in addition to taking independent initiatives to achieve the required results

  • Ability to work independently and meet tight deadlines without compromising quality

  • Strong communication skills, particularly relating to business considerations and use non-technical jargon

  • Strong problem solving skills for wide range of problems

  • Good command of spoken and written English


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.


More job information
Job ref no. 256408340-0000F2I8
Job Function
Industry
Employment Term
  • Full-time
Experience
  • 2 years - 4 years
Career Level
  • Middle management level
Education
  • Degree