Executive Wealth Insurance Planner II - HSBC Life
HSBC Group
Kowloon, Hong Kong


The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC.

As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey.

If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

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.

HSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth.

This involves the development and management of needs-based solutions covering foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable market insights and updates, financial planning and advisory services.

We are currently seeking a high calibre professional to join our team as an Executive Wealth Insurance Planner II.

Principal Responsibilities

  • Assisting in establishing new business relationships and strengthening existing ones, whilst ensuring fair outcomes for all types of customers
  • Assisting in the communication of new products, propositions and relevant market information to customers
  • Proactively identifying sales opportunities and develop these opportunities
  • Supporting distribution channel business development strategies
  • Supporting plans and strategies to generate new business, as well as increasing revenue for existing ones, in order to achieve asset growth, sales or revenue targets
  • Collaborating with internal stakeholders, which may include relationship mangers and product specialists, to maximise cross-selling opportunities for the bank
  • Participating in events, initiatives and activities to develop business opportunities
  • Protecting the bank's reputation and ensuring an acceptable risk profile, whilst deepening your understanding of the client through credit and customer due diligence reviews
  • Requirements

  • University degree in Business or related discipline
  • Possess strong commercial thinking and business acumen able to highlight key compliance and risk issues that could impact business performance
  • Strong communication, organizational and project management skills
  • A team player, enthusiastic in driving and implementing projects, in addition to taking independent initiatives to achieve the required results
  • Ability to work independently and meet tight deadlines without compromising quality
  • Strong communication skills, particularly relating to business considerations and use non-technical jargon
  • Strong problem solving skills for wide range of problems
  • Good command of spoken and written English
  • You’ll achieve more when you join HSBC.

    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.

    Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.


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