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Assistant Manager, Insurance Sales

https://www.hsbc.com Logo

HSBC

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Location:
Hong Kong, Mongkok

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Category:
Banking

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 255 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.

Job Responsibility:

  • Achieve the insurance sales targets by collaboration with the assigned Customer Relationship Managers/branches
  • Drive tactical programs to develop a robust insurance culture on need based financial planning to affluent segments
  • Ensure sales staff are capable to cross-sell various types of insurance products and able to deliver innovative products to our customers
  • Implement the Group’s/Bank’s Compliance policy by managing compliance risk, ensuring adequate compliance resources are in place and training is provided, fostering a compliance culture and optimizing relation with regulators

Requirements:

  • University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP
  • Proven experience in insurance sales
  • Good communication, interpersonal and analytical skills
  • Strong self-motivation and drive to succeed, with ability to work under pressure
  • Proficiency in both English, Cantonese and Putonghua
  • Customer centric mindset and ability to manage complex interactions effectively
  • Shown strong situation awareness, strong desire to learn and able to work in Agile environment
  • Advocate of openness, able to create a cohesive teamwork and inspire others
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  • Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage

Nice to have:

Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB)

What we offer:
  • Dynamic working environment
  • Good career development opportunities
  • Competitive compensation packages

Additional Information:

Job Posted:
August 16, 2025

Expiration:
November 14, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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