Senior Corporate Specialist III, Pensions Expert
5 days ago
About the Role
We are seeking a high-calibre professional to join our team as a Senior Corporate Specialist III. This role will be responsible for establishing close business partnerships with relationship managers from Commercial Banking, Global Banking Market, and brokers to uplift the referral rate of Corporate Business.
Key Responsibilities:
- Establish close business partnerships with relationship managers to drive referral growth
- Solicit new pension business effectively with Commercial Banking, Global Banking Market, and brokers to achieve business targets
- Manage the servicing needs of Commercial Banking, Global Banking Market, and brokers customers, identifying sales and servicing initiatives to enhance referral business
- Collaborate with the EBS Team to generate retail referrals and work with HSBC Life to solicit Employee Benefit Business from pension clients
- Act as a Mandatory Provident Fund specialist to manage customer expectations and improve satisfaction levels throughout the sales and service process
- Support the Pensions proposition and business strategy to drive business initiatives
- Act as a team player, supporting colleagues and embracing new challenges to drive business development
- Plan, manage, and allocate resources effectively to ensure sales and servicing standards are met
Requirements:
- University degree or above
- Solid experience in business development and marketing, particularly in the MPF and Group Insurance industry (advantageous)
- Customer-driven approach with excellent customer-servicing manner, communication, and problem-solving skills
- Proficient in Personal Computer skills, including Excel, Words, and Database skills
- Good communication skills in English, Cantonese, and Putonghua
- Able to work under pressure, meet tight deadlines, and be a good team player
- Holder of Insurance, HKMA, and MPFA license or pass in HKSI exam Paper 1, 7, and 8 and MPF licensing exam
What We Offer:
HSBC is committed to building a culture where all employees are valued, respected, and their opinions count. We offer 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.
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