HSBC | Mobile Insurance Specialist

2 days ago

hong kong, Hong Kong SAR China HSBC Full time

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 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 a Mobile Insurance Specialist.

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.
  • 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。

#J-18808-Ljbffr

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