High-Net-Worth Insurance Solutions Specialist

4 weeks ago

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

Wealth and Personal Banking (WPB) at HSBC is seeking a skilled professional to join our team as an Insurance Product Expert. This role offers an exciting opportunity to manage individual insurance portfolios, create insurance opportunities, and provide wealth management services to meet customer needs.

Key Responsibilities
  • Manage individual insurance portfolios to ensure high customer satisfaction levels.
  • Partner with experienced Relationship Managers to identify customers' wealth management needs and introduce appropriate insurance solutions.
  • Lead the planning of activities for a team of Relationship Managers while cooperating with them to achieve business objectives.
  • Implement effective strategies to increase productivity in the High Net Worth/Premier market segment.
  • Establish effective working relationships with partnered Relationship Managers.
  • Provide professional wealth management services, such as regular financial reviews, to ensure suitable wealth management solutions are offered to meet customer needs.
Requirements
  • Tertiary or university-level education in finance, business, or a related discipline.
  • Solid experience in life insurance, preferably in Bancassurance.
  • Extensive wealth management and insurance product knowledge.
  • Insurance-related licenses, 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.
  • Good level of verbal English and Cantonese, with Putonghua preferred.
  • Excellent communication, interpersonal, motivational, and presentation skills.
  • Strong drive and great sense of ownership and self-initiation to achieve excellence.

An estimated salary range for this role is HK$80,000 - HK$120,000 per annum, depending on qualifications and experience. Multiple work locations are available across branches in Hong Kong, Kowloon, and New Territories.

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