Insurance Product Expert 財務策劃經理

4 weeks ago

Kwun Tong District, Hong Kong SAR China HSBC Full time
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.Wealth and Personal Banking (WPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.We are currently seeking a high calibre professional to join our team as an

Insurance Product Expert.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 reviews, 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.

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