Mobile Insurance Specialist
6 days ago
Mobile Insurance Specialist - Hong Kong Business We are looking for a high calibre professional to join our Wealth and Personal Banking (WPB) team as a Mobile Insurance Specialist. Key Responsibilities Identify and capture insurance business opportunities with prompt follow‑up on analytically driven leads, focusing on the targeted customer group in Hong Kong. Develop and retain quality relationships with the targeted customer group; manage individual insurance portfolios and conduct regular contact with 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. Establish effective working relationships with other teams within the branch and relevant external partners to deliver a consistent approach and outstanding service standards. Build and maintain a positive team culture by ensuring quality business referrals, sharing referral skills among team members, and contributing to product knowledge and skill sharing. Maintain a high level of compliance guidelines and procedures, ensuring that both self and team activities comply with relevant legal and regulatory requirements and meet HSBC standards and procedures. Qualifications Tertiary or university level education, preferably in finance, business or a related discipline. Rich experience in understanding clients' needs and providing life‑insurance solutions, with exposure to mainland clients, preferably in bancassurance. Extensive wealth‑management and insurance product knowledge and sales capabilities. Insurance‑related licence(s) required, including Hong Kong Securities and Investment Institute Paper 1,7,8 and Insurance Intermediaries Qualifying Examination Papers 1,2,3,5, and compliance with related Continuing Professional Development (CPD) requirements. Good level of English in reading and writing; fluent Mandarin required. Excellent communication, interpersonal and motivational skills. Remark: Multiple work locations available across branches in Hong Kong, Kowloon and New Territories. The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to HSBC is committed to building a culture where all employees are valued, respected and their opinions count. We provide 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 #J-18808-Ljbffr
-
Mobile Insurance Specialist
2 weeks ago
Hong Kong Island, Hong Kong SAR China HSBC Full timeA leading global banking and financial services provider in Hong Kong is seeking a Mobile Insurance Specialist to deliver exceptional mobile-first insurance experiences. The ideal candidate will identify and capture insurance business opportunities and maintain high customer satisfaction. This position requires strong communication skills and knowledge of...
-
Mobile Insurance Specialist
2 weeks ago
Hong Kong Island, Hong Kong SAR China HSBC Full timeMobile Insurance Specialist - Hong Kong Business Join HSBC as a Mobile Insurance Specialist and help deliver an exceptional, mobile-first insurance experience to our premier customers in Hong Kong. Wealth & Personal Banking (WPB) runs the world‑class wealth and retail banking capabilities for HSBC. The Mobile Insurance Specialist will identify, capture and...
-
Mobile Insurance Specialist — HK Wealth
6 days ago
Hong Kong Island, Hong Kong SAR China HSBC Full timeA major financial institution in Hong Kong is seeking a Mobile Insurance Specialist to enhance their Wealth and Personal Banking team. The candidate will identify insurance business opportunities, develop client relationships, and provide specialist insurance solutions. A strong background in wealth management and fluency in Mandarin are essential. This role...
-
Life Insurance Distribution
12 minutes ago
Hong Kong Island, Hong Kong SAR China Zurich Insurance (Hong Kong) Full timeA leading insurance company in Hong Kong is seeking a Distribution Support Specialist for their Life Insurance division. The successful candidate will ensure prompt resolution of enquiries, manage customer complaints, and provide support for acquiring new business. Candidates should have a degree and a minimum of 3 years in customer service within the...
-
Hong Kong Island, Hong Kong SAR China Bowtie Life Insurance Company Full timeA leading health insurance provider in Hong Kong seeks an Underwriting Specialist to manage customer interactions and assess new insurance applications. The ideal candidate will have at least 2 years of customer service experience in the medical/health insurance sector and be bilingual in Cantonese and English. Responsibilities include guiding customers...
-
Distribution Support Specialist
12 minutes ago
Hong Kong Island, Hong Kong SAR China Zurich Insurance (Hong Kong) Full timeDistribution Support Specialist (Life Insurance) Ensure all enquiries (hotline and written) received from IFAs are handled and resolved within the performance and quality standards Handle complaints and ensure all the cases received are adequately investigated, follow through and settled upon customers’ satisfaction Provide support for IFAS and internal...
-
Hong Kong Island, Hong Kong SAR China Bowtie Life Insurance Company Full timeA leading health insurance provider in Hong Kong seeks an Underwriting Specialist to serve as a vital link between the company and customers. Responsibilities include proactive customer engagement and risk assessment of new business applications. Candidates should possess at least 2 years of customer service experience, fluent in Chinese and English, with...
-
Senior Insurance Specialist
6 days ago
Hong Kong Island, Hong Kong SAR China FUND TREND LIMITED Full timeSenior Insurance Specialist / Insurance Specialist. We are seeking motivated and experienced insurance professionals to join our team. You will be responsible for developing life insurance business, expanding our customer network, and providing professional financial advice to clients. Key Responsibilities Develop life insurance business and expand the...
-
Insurance Sales Specialist, Bancassurance
6 days ago
Hong Kong Island, Hong Kong SAR China FWD Life Insurance Company (Bermuda) Limited Full timeFWD Group (1828.HK) is a pan-Asian life and health insurance business that serves approximately 34 million customers across 10 markets, including BRI Life in Indonesia. FWD’s customer‑led and tech‑enabled approach aims to deliver innovative propositions, easy‑to‑understand products and a simpler insurance experience. Established in 2013, the...
-
Outreach Insurance Specialist
4 days ago
Hong Kong Island, Hong Kong SAR China HSBC Full timeOutreach Insurance Specialist - Hong Kong Business Apply for the Outreach Insurance Specialist - Hong Kong Business role at HSBC . 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,...
