Executive Insurance Product Expert, HSBC

Executive Insurance Product Expert

HSBC

Location:
Hong Kong, Mongkok

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wealth Sales Distribution focuses on personal wealth management and financial services. The responsibilities include providing financial planning solutions, collaborating with relationship managers, exploring local insurance business, and conducting training related to insurance products. The role is aimed at expanding the adoption of retirement solutions and enhancing the customer experience for a top-tier customer segment.

Job Responsibility:

Provide retirement and financial planning solutions to top-tier customer segment
Collaborate with Customer Relationship Managers to expand the clientele of Mainland China and to explore local insurance business
Identify customers’ financial needs and deliver quality after-sales services
Conduct training sessions for Customer Relationship Managers to enhance their knowledge/skills in promoting insurance products

Requirements:

University graduate or possessing relevant professional qualification such as CFA, CFP, CFMP and QRA will be an advantage
Proven experience in insurance sales, preferably with exposure in selling universal life insurance policy
Excellent interpersonal and presentation skills, self-motivated with strong drive to succeed
Proficiency in English and Chinese
able to converse in Putonghua a definite advantage
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
Be curious and with passion to think deeply and rationally
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

Nice to have:

Relevant professional qualification such as CFA, CFP, CFMP and QRA
Proven experience in insurance sales, preferably with exposure in selling universal life insurance policy
Able to converse in Putonghua

What we offer:

Dynamic working environment
Good career development opportunities
Competitive compensation packages

Additional Information:

Job Posted:
August 04, 2025

Expiration:
October 30, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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