Insurance Solutions Professional

4 weeks ago

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

Wealth and Personal Banking (WPB) at HSBC is committed to delivering exceptional customer experiences through best-in-class, mobile-first capabilities and world-class wealth management.

About the Role

This is an exciting opportunity for a skilled Insurance Solutions Professional to join our team as an Outreach Insurance Specialist. In this role, you will provide specialist advice on insurance solutions to ensure the needs of our customers are well fulfilled.

Key Responsibilities
  • Provide expert advice on insurance products to meet customer needs and preferences.
  • Manage individual insurance portfolios to maximize customer satisfaction and retention.
  • Maintain effective relationships with internal teams and external partners to deliver a consistent customer experience.
  • Foster a positive team culture by promoting quality referrals and knowledge sharing.
  • Ensure compliance with regulatory requirements and adhere to HSBC's standards and procedures.
About You

To be successful in this role, you will need:

  • Tertiary or university level education in finance, business, or a related field.
  • Proven experience in life insurance, preferably in Bancassurance.
  • Extensive knowledge of wealth management and insurance products.
  • Relevant licenses, including Hong Kong Securities and Investment Institute Paper 1,7,8 and Insurance Intermediaries Qualifying Examination Paper 1,2,3,5.
  • Certified Financial Planner or Certified Financial Marketing Professional accreditation is an advantage.
  • Excellent communication, interpersonal, and motivational skills.
What We Offer

As a valued member of our team, you can expect:

  • A competitive salary of approximately $45,000 per annum, commensurate with your experience and qualifications.
  • Opportunities for professional growth and development within a dynamic and inclusive environment.
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off.

HSBC is committed to building a culture where all employees are valued, respected, and their 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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