Business Management Manager, HSBC

HSBC

Location:
China, Shanghai

Category:
Insurance

Contract Type:
Employment contract

Salary:

Not provided

Save Job

Apply Position

Job Description:

Assist Broker Head in updating broker channel management policies, driving business development, and summarizing performance results; Manage business profiles of broker channel partners to ensure regulatory compliance; Coordinate and support business management-related activities at HQ and branch levels

Job Responsibility:

Update broker channel management policies to ensure the smooth running of business as well as its legality and compliance and conduct regular self-assessment to ensure the effectiveness of the policies
Organize third party distribution forum
Drive the business development with Mercer
Summarize regular business performance results
Establish and manage the business profiles of the business partners in broker channel to fulfill regulatory requirements
Regularly monitor the business qualifications and business model of broker partners (including branches)
Cross check on personnel sales qualification and ensure proper accreditation and clean up the information of inactive sales staff
Conduct broker partners' shareholder risk assessment
Retain training records
Evaluate compliance fulfillment, implement the controls on broker business and require partners to correct the actions violating regulations and laws, if any
Coordinate and support business management related matters on HQ and Branch level
Coordinate and calibrate the business support at branches in accordance with the feedback received from partners and support broker related matters at branch level
Coordinate and follow up between different INSH functions/INSH Branches and PINB on various business issues

Requirements:

5 years and above working experience in Life Insurance, prefer to be experienced in front line sales, HNW sales support roles
Commercially-minded with strong business acumen
Strong verbal and written communication skills in both English & Chinese - must be able to communicate effectively both internally with teams and externally with customers
Excellent interpersonal skills — excellent internal stakeholders relationship management
Serving mindset is a must

What we offer:

Continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
June 27, 2025

Expiration:
August 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Business Management Manager

HSBC

Location:China, Shanghai

Category:Insurance

Contract Type:Employment contract