Some careers grow faster than others. If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential.
Retail Banking and Wealth Management serves millions of customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures.
It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-
centric propositions and innovative and efficient distribution channels.We are currently seeking a high caliber professional to join our team as Senior Universal Banker II .
Identify and capture insurance business opportunities with prompt follow up on analytically driven leads and customer referrals for HSBC Advance clients
Provide specialist advice on appropriate insurance solutions to ensure the needs of clients in the HSBC Advance client segment are fulfilled
Establish effective working relationships with other teams within the Branch and other relevant partners in order to ensure a consistent approach and application of outstanding service standards
Work to ensure quality business referrals and referral skills among team members and proactively contribute to product knowledge and skills sharing
Manage an individual insurance portfolio to ensure the highest rate of customer satisfaction
Take the lead in planning the referral activities of a team of General Banking Officers whilst collaborating with them in meeting business objectives
Engage in the end to end insurance service which includes customer needs identification, solution recommendations, application fulfillment and follow up
Responsible for quality assurance and control measures by delivering the best suitable protection solutions to customers
Ensure self and team activities comply with relevant regulatory requirements and the bank's internal standards
Tertiary or university level education, preferably in finance, business or a related discipline
Proven experience in understanding client needs and providing life insurance solutions to clients, preferably in Bancassurance field
Extensive wealth management and insurance product knowledge and capabilities
Insurance related license are required, including Insurance Intermediaries Qualifying Examination Paper 1,2,3 and Hong Kong Securities and Investment Institute Paper 1,7,8 are preferred
Good level of verbal English and Cantonese with Mandarin preferred
Excellent communication, interpersonal and motivational skills
You’ll achieve more when you join HSBC. Candidate with less relevant experience or skills may be offered a lower Global Career Band than stated above.
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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