Wealth Management Insurance Expert
2 days ago
HSBC's Wealth and Personal Banking (WPB) division is dedicated to delivering exceptional wealth management services and insurance solutions to our customers. As an Insurance Product Expert, you'll be part of a team that leverages our global network and breadth of expertise to support individuals, families, business owners, investors, and entrepreneurs.
The WPB division is comprised of four key business areas: Asset Management, Global Private Banking & Wealth, HSBC Life, and Retail Banking & Strategy. These teams work together to bring the best of HSBC to our clients through a wide range of wealth and retail banking capabilities.
In this role, you'll be responsible for managing individual insurance portfolios to ensure the highest level of customer satisfaction. You'll collaborate with experienced Relationship Managers to identify customers' wealth management needs and introduce suitable insurance solutions. This will involve leading planning activities for a team of Relationship Managers while cooperating with them to meet business objectives.
Key responsibilities include implementing effective strategies to increase productivity in the High Net Worth/Premier market segment, establishing strong working relationships with partnered Relationship Managers, and providing professional wealth management services to ensure appropriate wealth management solutions are offered to meet customer needs.
As an Insurance Product Expert, you'll have the opportunity to build and maintain a positive team culture by promoting quality business referrals and referral skills among team members. You'll contribute to product knowledge and skills sharing, helping to drive business growth and improve customer outcomes.
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Wealth Management Expert
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Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeWe Are Looking For\HSBC is seeking a highly skilled and motivated professional to join our Wealth and Personal Banking team as an Outreach Insurance Specialist. If you have a passion for delivering exceptional customer service and a proven track record of providing expert advice on insurance solutions, we would love to hear from you.\Key...
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Wealth Management Expert
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Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full timeJob OverviewDBS Bank (Hong Kong) Limited is seeking a dedicated and experienced Wealth Management Expert to join our team. As a key player in the Treasures Private Banking segment, you will be responsible for driving business growth through promoting wealth management products and services to clients.About the RolePromote full range of wealth management...
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Wealth Management Expert
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Insurance Product Specialist
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Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeAt HSBC, we're committed to opening up a world of opportunity for our customers. As an Insurance Product Expert, you'll play a vital role in delivering this promise by providing exceptional wealth management services and insurance solutions.Wealth and Personal Banking (WPB) is at the forefront of this effort, leveraging our global network and breadth of...
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Wealth Management Manager
3 days ago
Hong Kong, Central and Western District, Hong Kong SAR China BOC Group Life Assurance Company Limited Full time1 week ago Be among the first 25 applicants Direct message the job poster from BOC Group Life Assurance Company Limited Joey Kam, AChFP, Medical Insurance Specialist BOC Life rooted in Hong Kong with a strong background. Our life insurance business was launched in Hong Kong in 1998 by the main shareholders BOC Hong Kong (Holdings) Limited ("BOC Hong Kong")...
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Account and Settlement Specialist
4 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Wealth Management Cube Ltd Full timeWealth Management Cube Ltd is a leading financial institution in Hong Kong. As a trusted provider of B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions, we are seeking a skilled Account and Settlement Officer to join our Finance team.Job Description:The successful candidate will be responsible for managing daily...
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Wealth Management Manager
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