Financial Services Professional
3 weeks ago
We are seeking a highly skilled Insurance and Wealth Expert to join our team at HSBC. As a key member of our organization, you will be responsible for providing comprehensive wealth consultation services to our clients.
About the RoleThis is a challenging and rewarding role that requires a deep understanding of insurance and wealth management products and services. You will work closely with our relationship managers and investment specialists to develop and retain quality relationships with our clients.
Your primary responsibilities will include:
- Identifying and capturing insurance business opportunities and providing prompt follow-up on analytically driven leads;
- Developing and retaining quality relationships with targeted customer groups;
- Managing individual insurance portfolios and conducting regular contact to Premier mainland customers to ensure the highest rate of customer satisfaction and persistency;
- Engaging end-to-end insurance service, including customer needs identification, solution recommendations, application fulfilment, and follow-up;
- Providing specialist advice on appropriate insurance solutions to meet the insurance and protection needs of Premier customers;
- Establishing effective working relationships with other teams within the Branch and other relevant partners that impact the client's experience of HSBC to deliver a consistent approach and application of outstanding service standard;
- Building and maintaining a positive team culture through ensuring quality business referrals and referral skills among team members and contributing to product knowledge and skills sharing;
- Maintaining a high level of compliance guidelines and procedures;
To succeed in this role, you will need to have:
- Tertiary or university level education, preferably in finance, business, or a related discipline;
- Rich experience in understanding clients' needs and providing life insurance solutions to clients with exposure to mainland clients, preferably in Banc assurance field;
- Extensive wealth management and insurance product knowledge and sales capabilities;
- Insurance related license are required, including Hong Kong Securities and Investment Institute Paper 1,7,8 and Insurance Intermediaries Qualifying Examination Paper 1,2,3,5 and compliance with related Continuing Professional Development (CPD) requirements;
- A good level of English in reading and writing, fluent Mandarin is required;
- Excellent communication, interpersonal, and motivational skills;
We offer a competitive salary of HK$450,000 - HK$600,000 per annum, depending on experience, as well as a range of benefits and incentives. Our employees enjoy a dynamic and supportive work environment, professional development opportunities, and recognition for their achievements.
HSBC is committed to being an inclusive employer and welcomes applications from diverse candidates. If you are passionate about delivering exceptional customer experiences and building long-term relationships with clients, we encourage you to apply for this exciting opportunity.
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