Insurance Product Specialist

4 days ago


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

At 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 expertise to support individuals, families, business owners, investors, and entrepreneurs. Our four key business areas – Asset Management, Global Private Banking & Wealth, HSBC Life, and Retail Banking & Strategy – work together to bring the best of HSBC to our clients through a wide range of wealth and retail banking capabilities.

Your primary responsibility will be to manage individual insurance portfolios to ensure the highest level of customer satisfaction. You'll partner 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.

To succeed in this role, you'll need to implement effective strategies to increase productivity in the High Net Worth/Premier market segment. You'll also establish strong working relationships with partnered Relationship Managers and provide professional wealth management services, such as regular financial reviews, 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 ensuring 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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