Universal Banker MPF Specialist

1 week ago


Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time
Unlock New Opportunities with HSBC

At HSBC, we're committed to helping our customers achieve their financial goals. As a Universal Banker MPF, you'll play a critical role in delivering exceptional customer service and helping our clients make the most of our Mandatory Provident Funds and Employee Benefits products.

Key Responsibilities
  • Provide personalized service to customers, ensuring they receive the best possible experience with our products and services.
  • Identify customers' protection needs and capture life insurance business opportunities for mass market segments.
  • Complete business fulfillment processes as required.
  • Build strong relationships with customers, handling inquiries, resolving issues, and following up on applications.
  • Collaborate with branches to provide seamless banking solutions to customers, meeting their financial needs.
  • Maintain efficient daily operations.
Requirements
  • University degree holder or equivalent with relevant experience.
  • Insurance Intermediaries Qualifying Examination qualification.
  • HKSI Licensing Examination Paper 1, 7 & 8.
  • Proven experience in front-line/customer service roles in the banking industry.
  • Basic understanding of Mandatory Provident Funds or Occupational Retirement Schemes Ordinance business and product knowledge.
  • Team player with a self-motivated mindset and genuine interest in the banking industry.
  • Excellent interpersonal and presentation skills.
  • Effective problem-solving skills.
  • Relevant insurance and investment licenses, with compliance with Continuing Professional Development (CPD) requirements.


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