Some careers open more doors than others.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Our wealth management businesses help high-net-worth and ultra-high net worth individuals and their families to grow, manage and preserve their wealth.
We're rapidly expanding our client-facing and investment-focused teams in Wealth and Personal Banking in China, Hong Kong and Singapore, and are interested in speaking with high-performing individuals.
We are currently seeking a high calibre professional to join our team as an Insurance Product Expert.
Manage the service environment at the branch to ensure the satisfaction of high net worth Premier customers
Manage individual insurance portfolio to ensure the highest rate of customer satisfaction
Partner with experienced Relationship Managers to create insurance opportunities by identifying customers wealth management needs and introduce appropriate insurance solutions
Take the lead in planning the activities of a team of Relationship Managers while cooperating with them in meeting business objectives
Implement effective strategies, increase productivity in the Premier market segment
Establish effective working relationships with partnered Relationship Managers
Provide professional wealth management services, such as regular financial review, to ensure appropriate wealth management solutions are offered to meet customer needs
Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing
我們現正尋找優秀的專業人士加入我們的團隊 成為 財務策劃經理
與經驗豐富的客戶經理合作 透過了解客戶的財富管理需求 介紹合適的保險解決方案
提供專業財富管理服務 如定期財務檢閱 以確保財富管理解決方案可滿足客戶需求
確保團隊具有優秀的業務轉介及相關技能 促進產品知識和技能的分享 建立及保持正面的團隊文化
Tertiary or university level education, preferably in finance, business or a related discipline
Solid experience in life insurance, preferably in Bancassurance
Extensive wealth management and insurance product knowledge
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
Good level of verbal English and Cantonese, with Putonghua preferred
Excellent communication, interpersonal and motivational skills
持大專或大學學位 金融 商業本科或相關學科更佳
需持有相關保險牌照 包括證券及期貨從業員資格考試卷一 七 八 及保險中介人資格考試卷一 二 三 五
You’ll achieve more when you join HSBC.
http : / / www.hsbc.com / careers
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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Issued by The Hongkong and Shanghai Banking Corporation Limited.