Outreach Insurance Specialist
4 days ago
Outreach 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, mobile‑first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. We are currently seeking a high‑calibre professional to join our team as an Outreach Insurance Specialist . Principal Responsibilities Provide specialist advice on appropriate insurance solutions to ensure the insurance or protection needs of Advance and Mass Market, HSBC Premier Elite or Premier segment are well fulfilled. Handle individual insurance portfolio to ensure the highest rate of customer satisfaction and persistency. Establish effective working relationships with other teams within the Branch and other relevant partners that impact client’s experience of HSBC in order 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 high level of compliance guidelines and procedures. Ensure self and team activities follow relevant legal and regulatory requirements and meet HSBC standards and procedures. Qualifications Tertiary or university level education, preferably in finance, business or a related field. Proven experience in life insurance, preferably in Bankassurance; 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, 3, 5 and compliance with related Continuing Professional Development (CPD) requirements. Certified Financial Planner or Certified Financial Marketing Professional accreditation or other relevant qualification an advantage. Good level of verbal English and Cantonese, with Putonghua preferred. Excellent communication, interpersonal and motivational skills. Self‑motivated, excellent interpersonal skill. 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 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. #J-18808-Ljbffr
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Insurance Outreach Specialist – Wealth
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Hong Kong Island, Hong Kong SAR China HSBC Full timeA leading global bank in Hong Kong seeks an Outreach Insurance Specialist to provide expert insurance advice and maintain customer satisfaction. The role requires a strong background in life insurance, effective collaboration with teams, and excellent communication skills in English and Cantonese. Ideal candidates will hold relevant qualifications and...
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Outreach Insurance Specialist
6 days ago
Hong Kong Island, Hong Kong SAR China HSBC Full timeOutreach Insurance Specialist - Hong Kong Business Some careers have more impact than others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. 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...
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Senior Bancassurance
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Hong Kong Island, Hong Kong SAR China HSBC Full timeA major banking corporation in Hong Kong is seeking an Outreach Insurance Specialist to deliver specialist insurance advice and manage individual insurance portfolios. The ideal candidate will have a tertiary education in finance or business, proven experience in life insurance, and strong communication skills in English and Cantonese. This role offers a...
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Life Insurance Distribution
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Distribution Support Specialist
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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...
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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...
