Insurance Sales Support Manager

3 weeks ago


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

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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