Insurance Product Expert ?????? - Wealth and Personal Banking

Some careers have more impact than others.

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

• 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 1,2,3,5and compliance with related Continuing Professional Development (CPD) requirements
• 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

The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to ().

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.

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