Insurance Product Expert
7 days ago
At HSBC, we're committed to helping our customers achieve their financial goals. As an Insurance Product Expert, you'll play a critical role in providing expert advice and guidance to our customers on their insurance needs.
The primary responsibilities of this role include:
- Managing individual insurance portfolios to ensure the highest rate of customer satisfaction
- Partnering with experienced Relationship Managers to create insurance opportunities by identifying customer wealth management needs and introducing appropriate insurance solutions
- Taking the lead in planning the activities of a team of Relationship Managers while cooperating with them in meeting business objectives
- Implementing effective strategies to increase productivity in the High Net Worth/Premier market segment
- Establishing effective working relationships with partnered Relationship Managers
- Providing professional wealth management services, such as regular financial reviews, to ensure appropriate wealth management solutions are offered to meet customer needs
- Building and maintaining a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing
Requirements:
- Tertiary or university level education, preferably 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 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, motivational and presentation skills
- Strong drive and great sense of ownership and self-initiation to achieve excellence
If you're looking for a challenging and rewarding role that will allow you to grow and develop your skills, then we encourage you to apply for this exciting opportunity.
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