Senior Corporate Specialist III, Pensions
3 weeks ago
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.
HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. As of 31 December 2023, HSBC Asset Management managed assets totalling US$707bn on behalf of its clients.
We are currently seeking a high calibre professional to join our team as a Senior Corporate Specialist III.
Principal Responsibilities
- Establishing close business partnership with relationship managers from Commercial Banking, Global Banking Market, and brokers to uplift the referral rate of Corporate Business
- Soliciting new pension business effectively with Commercial Banking, Global Banking Market and brokers to achieve business target across all customer segments in the bank
- Managing the servicing need of Commercial Banking, Global Banking Market and brokers customers and identifying a variety of sales and servicing initiatives to enhance referral business from Commercial Banking, Global Banking Market, and brokers
- Collocate with EBS Team to generate Retail referrals & HSBC Life to Solicit Employee Benefit Business from our pension clients
- Acting as the Mandatory Provident Fund specialist to manage expectation and to improve the satisfaction level of customer throughout the processing of sales and service
- Supporting the Pensions proposition and business strategy to effectively drive the business initiatives
- Acting as a good player to support team and thinking positively to receive new job challenges for business development
- Planning, managing and allocating resources effectively to ensure sales and servicing standards of bank
- University degree or above
- Solid experience in business development and marketing, particularly in the MPF and Group Insurance industry would be a definite advantage
- Customer driven with a proactive approach, excellent customer-servicing manner, communication and problem-solving skills
- Proficient in Personal Computer skills including Excel, Words and Database skills
- Good communication skills in English, Cantonese, and Putonghua
- Able to act as good team players, work under pressure and meet tight deadline
- Holder of Insurance, HKMA and MPFA license or Pass in HKSI exam Paper 1, 7 and 8 and MPF licensing exam
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.
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Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeSenior Corporate Specialist III Job DescriptionAbout the RoleWe are seeking a high-calibre professional to join our team as a Senior Corporate Specialist III. This role will be responsible for establishing close business partnerships with relationship managers from Commercial Banking, Global Banking Market, and brokers to uplift the referral rate of...
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