Insurance Sales Support Manager
3 weeks ago
Unlock New Opportunities with HSBC
Are you looking for a career that will take you further? Join HSBC and experience the possibilities. Our Global Private Banking team helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come.
Key Responsibilities:
- Dealing with internal stakeholders, working with HSBC Life and external insurance brokers
- Provide all-round support to Advisory Team and Solution Team
- Liaise with Advisory Team to ensure service or product material provided is timely and appropriately
- Manage to report sales planning, pipeline reporting and schedule marketing activities
- Act as subject matter expertise to assist Advisors with complex policy inquiries, review services and case issuance
- Assist Regional Head in ad hoc projects and special arrangement
- Hands on preparation of new insurance business and responsible for the update and maintenance of insurance application forms
Requirements:
- 5-10+ years of experience in financial management, distribution or other relevant disciplines of an insurance business, preferably in High Net Worth Market
- Self starter and ability to work independently upon clarity of direction
- Solid experience in policy administration and manage time well on tight deadlines
- Good team player to work closely with different parties
- Dealing with ambiguity – the flexibility to pivot and work on multiple projects simultaneously
- Broad knowledge in insurance products, particularly on whole of life, universal life, savings, and private placement life insurance (PPLI)
- Independent and able to work under pressure
- Fluent in written and verbal English and Chinese, including Mandarin
HSBC is committed to building a culture where all employees are valued, respected and 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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