Insurance Product Specialist

4 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time
Insurance Product Expert Role

HSBC is seeking a skilled Insurance Product Expert to join our team. This role will involve managing individual insurance portfolios to ensure high customer satisfaction, partnering with Relationship Managers to create insurance opportunities, and implementing effective strategies to increase productivity in the High Net Worth/Premier market segment.

Key Responsibilities
  • Manage individual insurance portfolios to ensure high customer satisfaction
  • Partner with Relationship Managers to create insurance opportunities
  • Implement effective strategies to increase productivity in the High Net Worth/Premier market segment
  • Establish effective working relationships with partnered Relationship Managers
  • Provide professional wealth management services to ensure appropriate wealth management solutions are offered to meet customer needs
  • Build and maintain a positive team culture
Requirements
  • Tertiary or university level education 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, including Hong Kong Securities and Investment Institute Paper 1,7,8 and Insurance Intermediaries Qualifying Examination Paper 1,2,3,5
  • 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


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