Insurance Solutions Specialist

1 month ago


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

HSBC is seeking a highly skilled Insurance Solutions Specialist to join our team. As a key member of our Wealth and Personal Banking division, you will be responsible for providing expert advice on insurance solutions to our clients.

Key Responsibilities:
  • Provide specialist advice on insurance solutions to ensure the insurance or protection needs of our clients are well fulfilled
  • Handle individual insurance portfolios to ensure the highest rate of customer satisfaction and persistency
  • Establish effective working relationships with other teams within the Branch and other relevant partners to deliver a consistent approach and application of outstanding service standards
  • Maintain high levels of compliance guidelines and procedures
  • Ensure self and team activities follow relevant legal and regulatory requirements and meet HSBC standards and procedures
Requirements:
  • Tertiary or university level education, preferably in finance, business or a related field
  • Proven experience in life insurance, preferably in Bancassurance
  • Extensive wealth management and insurance product knowledge and sales capabilities
  • Insurance related licenses are required, 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 and motivational skills

At HSBC, we are 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.



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