Career Services

By John Stabinger
Posted on 2 April 2020 | 2:40 pm
Alumni / Benefits & Services / Alumni Career Services

Alumni Career Services


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Insurance Product Expert - Wealth & Personal Banking
HSBC
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Insurance Product Expert - Wealth & Personal Banking

HSBC

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Details
Posted:
September 16, 2023
Location:
Hong Kong, United States
Salary:
Open
Type:
Full Time
Job description

Some careers grow faster than others.

If you???re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with 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.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world???s largest global wealth managers with USD1.4 trillion in assets. Across Asia, where wealth pools are growing faster than in any other region, HSBC???s wealth revenues grew 12% in 2019 (year-on-year) to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers??? needs.

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

As an Insurance Specialist, you will be a professional financial consultant to our new and existing Premier customers. With the strong customer base, you are able to fully utilize your knowledge and expertise to provide comprehensive wealth consultation service while collaborating with our professional Relationship Managers and Investment Specialist Team to support clients??? lifelong wealth and protection needs. Working in the largest bancassurer in Hong Kong, you can offer the right solutions to the customers with our extensive portfolio of products & services which are applauded by the industry and public. All these will guarantee a different & promising career path for your development.

Principal Responsibilities
  • 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 High Net Worth/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
*Remark: Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories

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, motivational and presentation skills
  • Strong drive and great sense of ownership and self-initiation to achieve excellence
#WPBCORE2023

Internal Number: 20268592
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