Mobile Insurance Specialist

3 months ago

Hong Kong, Hong Kong SAR China HSBC Full time
Job description
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
  • Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads with a key focus on targeted customer group in Hong Kong
  • Develop and retain quality relationship with targeted customer group; Manage individual insurance portfolios, conduct regular contact to Premier mainland customers to ensure the highest rate of customer satisfaction and persistency
  • Engage end-to-end insurance service, including customer needs identification, solution recommendations, application fulfilment, and follow up
  • Provide specialist advice on appropriate insurance solutions to meet the insurance and protection needs of Premier customers are well fulfilled
  • Establish effective working relationships with other teams within the Branch and other relevant partners that impact the client's experience of HSBC to deliver a consistent approach and application of outstanding service standard
  • 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
  • Maintain a high level of compliance guidelines and procedures
  • Ensure self, and team activities comply with relevant legal and regulatory requirements and meet HSBC standards and procedures
*Remark: Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories

主要職責：
  • 針對目標客戶，及時關注並分析跟進，把握保險業務機會
  • 發展和維繫目標客戶的優質關係 ; 管理個人保險組合及定期聯繫客戶以確保客戶滿意度和品牌忠誠度
  • 提供端到端的保險服務，包括洞察客戶需求、提供解決方案建議、履行客戶的相關申請和後續跟進
  • 基於恰當的保險解決方案提供專業建議，以滿足卓越理財客戶的保險和保障需求
  • 與分行內的其他團隊以及其他負責匯豐客戶體驗的相關部門建立高效的工作關係，以提供給客戶一致的服務方式和卓越的服務標準
  • 通過確保優質業務的引薦往來，提高團隊成員的推薦技巧，以及對於產品知識和技能的共享，來建立和維護一種積極向上的團隊文化
  • 確保高水平的合規準則和合規程序
  • 確保個人和團隊活動符合相關法律和監管要求，並符合匯豐銀行內部的標準和程序
工作地點：可選香港 / 九龍 / 新界 多個分行地點

Requirements
  • Tertiary or university level education, preferably in finance, business or a related discipline
  • Rich experience in understanding clients' needs and providing life insurance solutions to clients with exposure to mainland clients, preferably in Banc assurance field
  • Extensive wealth management and insurance product knowledge and sales capabilities
  • 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 and compliance with related Continuing Professional Development (CPD) requirements
  • A good level of English in reading and writing, fluent Mandarin is required
  • Excellent communication, interpersonal and motivational skills
入職條件
  • 持有高等教育或大學學歷，主修金融、商務或相關學科優先考慮
  • 善於洞察客戶需求，具有在人壽保險解決方案領域及服務內地客戶的相關經驗，有在銀行保險領域工作經驗的人士優先考慮
  • 具有豐富的財富管理經驗，具備相關的保險產品的知識和銷售能力
  • 需要保險相關執照，包括香港證券及投資學會試卷 1,7,8 和保險中介人資格考試試卷 1,2,3,5
  • 必須掌握流利的普通話水平，良好的英文讀寫能力
5k2024ADVHK
RTDINS2024

  • Mobile Insurance Specialist

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Job Title: Mobile Insurance SpecialistAs a Mobile Insurance Specialist at HSBC, you will play a key role in providing comprehensive insurance solutions to our Premier customers. With a strong focus on customer satisfaction and retention, you will work closely with our Relationship Managers and Investment Specialist Team to deliver exceptional service and...

  • Mobile Insurance Specialist

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Job SummaryAs a Mobile Insurance Specialist at HSBC, you will be responsible for providing comprehensive wealth consultation services to our Premier customers. You will work closely with our Relationship Managers and Investment Specialist Team to identify and capture insurance business opportunities, develop and retain quality relationships with targeted...

  • Mobile Insurance Specialist

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Job DescriptionAs a key member of our team, you will play a vital role in providing exceptional customer service to our Premier customers. With a strong focus on insurance solutions, you will be responsible for identifying and capturing business opportunities, developing and retaining quality relationships, and providing specialist advice on insurance...

  • Mobile Insurance Specialist: Wealth Management Expert

    23 hours ago

    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Job SummaryWe are seeking a highly skilled Mobile Insurance Specialist to join our team in Hong Kong. As a key member of our insurance sales team, you will be responsible for identifying and capturing insurance business opportunities with our Premier customers.About the RoleThe successful candidate will have extensive wealth management and insurance product...

  • Insurance Specialist

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Job Title: Mobile Insurance SpecialistAs a Mobile Insurance Specialist at HSBC, you will play a key role in providing comprehensive insurance solutions to our Premier customers. With a strong focus on customer satisfaction and retention, you will work closely with our Relationship Managers and Investment Specialist Team to deliver exceptional service and...

  • Insurance Sales Specialist

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China FWD Life Insurance Corporation Full time

    About FWD Life Insurance CorporationFWD Life Insurance Corporation is a leading pan-Asian life insurance business with a strong presence in 10 markets. With over 11 million customers, we are committed to making the insurance journey simpler, faster, and smoother. Our innovative propositions and easy-to-understand products are supported by digital technology,...

  • Mobile Development Specialist

    4 hours ago

    Hong Kong, Central and Western District, Hong Kong SAR China Crypto Full time

    **About Us at Crypto:**We're a dynamic and innovative team seeking a skilled Mobile Development Specialist to join our ranks. As a key member of our development team, you will play a crucial role in designing, developing, and delivering high-quality mobile applications.**What We Offer:The salary for this position is estimated to be around $120,000 per year,...

  • Life Insurance Operations Specialist

    4 hours ago

    Hong Kong, Central and Western District, Hong Kong SAR China Zurich Insurance Company Full time

    About the RoleAs a Life Insurance Operations Specialist at Zurich Insurance Company, you will play a key role in implementing and enhancing life insurance solutions. Your primary responsibility will be to analyze business requirements and ensure timely delivery of projects.Key ResponsibilitiesAnalyze business requirements and develop project plans to meet...

  • Insurance Sales Specialist, Bancassurance

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China FWD Life Insurance Corporation Full time

    About FWD GroupFWD Group is a leading pan-Asian life insurance business with a strong presence in 10 markets. Our mission is to make the insurance journey simpler, faster, and smoother for our customers. We achieve this through innovative propositions and easy-to-understand products, supported by digital technology.The JobDrive the growth of Regular Pay...

  • Insurance Sales Specialist, Bancassurance

    5 months ago

    Hong Kong, Hong Kong SAR China FWD Life Insurance Corporation Full time

    About FWD Group FWD Group is a pan-Asian life insurance business with more than 11 million customers across 10 markets, including some of the fastest-growing insurance markets in the world. FWD reached its 10-year anniversary in 2023. The company is focused on making the insurance journey simpler, faster and smoother, with innovative propositions and...

  • Insurance Risk Management Specialist

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China FWD Life Insurance Corporation Full time

    About FWD GroupFWD Group is a leading pan-Asian life insurance business with a strong presence in 10 markets. Our mission is to revolutionize the insurance industry by providing innovative, customer-centric solutions that make a meaningful difference in people's lives.Job SummaryWe are seeking a highly skilled and experienced Insurance Risk Management...

  • Senior Insurance Specialist

    2 months ago

    hong kong, Hong Kong SAR China Bank of China Full time

    Senior Insurance Specialist / Insurance Specialist / Deputy Insurance Specialist Job No.: 495202Employment Type: Full timeDepartments: Personal Banking and Wealth Management DepartmentJob Functions: Business Development, Customer Services, Relationship Management Responsibilities Responsible to achieve individual/branch/area insurance sales business....

  • Mobile Software Engineer/ Platform Specialist

    4 hours ago

    Hong Kong, Central and Western District, Hong Kong SAR China Classy Wheeler Limited Full time

    Classy Wheeler Limited is a pioneering company in the mobile marketing and advertising sector.Salary: $120,000 - $150,000 per annum. We are seeking an experienced Mobile Software Engineer/Platform Specialist to join our innovative team.The ideal candidate will be responsible for designing, developing, testing, and documenting mobile applications and...

  • Insurance Specialist

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Job DescriptionAs a key member of our team, you will play a crucial role in providing comprehensive wealth consultation services to our Premier customers. Working closely with our Relationship Managers and Investment Specialist Team, you will be responsible for identifying and capturing insurance business opportunities, developing and retaining quality...

  • Procurement Specialist

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China China Mobile Hong Kong Co. Ltd. Full time

    Procurement SpecialistAs a Procurement Specialist at China Mobile Hong Kong Co. Ltd., you will be responsible for handling the full spectrum of procurement activities, including tender document preparation, evaluation, and contract review. You will also negotiate with vendors on price and business terms, and work with user departments to analyze and identify...

  • Insurance Sales Professional

    2 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China FWD Life Insurance Corporation Full time

    About FWD Life Insurance CorporationFWD Life Insurance Corporation is a leading pan-Asian life insurance business, dedicated to making the insurance journey simpler, faster and smoother for its customers.The company is focused on delivering innovative insurance solutions and easy-to-understand products, supported by digital technology. Through its...

  • Senior Mobility Solutions Specialist

    4 hours ago

    Hong Kong, Central and Western District, Hong Kong SAR China Classy Wheeler Limited Full time

    About UsClassy Wheeler Limited is a leading telecom carrier and IT solutions company.Salary RangeThe estimated salary for this role is $80,000 - $110,000 per annum, depending on experience.Job OverviewWe are seeking an experienced Senior Mobility Solutions Specialist to join our team. As a key member of our mobility solutions group, you will be responsible...

  • Business Development Strategist for Mobile Capacity Wholesale

    4 hours ago

    Hong Kong, Central and Western District, Hong Kong SAR China China Mobile International Limited Full time

    **About China Mobile International Limited**We are a leading global telecommunications company, providing innovative services and solutions to customers worldwide.About the JobWe are seeking an experienced Business Development Strategist to join our team in Hong Kong. The successful candidate will be responsible for driving business growth and development in...

  • Insurance Solutions Specialist

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Insurance Specialist Opportunity at HSBCWe are seeking a highly skilled Insurance Specialist to join our team at HSBC. As an Insurance Specialist, you will play a critical role in providing expert advice on insurance solutions to our customers, ensuring their insurance needs are met and exceeded.Key Responsibilities:Provide specialist advice on insurance...

  • Global Product Marketing Specialist

    4 hours ago

    Hong Kong, Central and Western District, Hong Kong SAR China China Mobile International Limited Full time

    China Mobile International Limited is seeking a skilled and experienced Global Product Marketing Specialist to join our team.About the RoleThis is an exciting opportunity for a marketing professional to take on a key role in developing and executing product marketing strategies across various markets. The successful candidate will be responsible for...