Mobile Insurance Specialist, HSBC

HSBC

Location:
Hong Kong, Kowloon City

Category:
Insurance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Mobile Insurance Specialist position in Wealth and Personal Banking helping deliver HSBC's purpose of opening up a world of opportunity by providing customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people.

Job Responsibility:

Identify and capture insurance business opportunities with prompt follow-up on analytically driven leads with a key focus on targeted customer group in Hong Kong
Develop and retain quality relationship with targeted customer group
Manage individual insurance portfolios, conduct regular contact to Premier mainland customers to ensure the highest rate of customer satisfaction and persistency
Engage end-to-end insurance service, including customer needs identification, solution recommendations, application fulfilment, and follow up
Provide specialist advice on appropriate insurance solutions to meet the insurance and protection needs of Premier customers are well fulfilled
Establish effective working relationships with other teams within the Branch and other relevant partners that impact the client's experience of HSBC to deliver a consistent approach and application of outstanding service standard
Build and maintain a positive team culture through ensuring quality business referrals and referral skills among team members and contributing to product knowledge and skills sharing
Maintain a high level of compliance guidelines and procedures
Ensure self, and team activities comply with relevant legal and regulatory requirements and meet HSBC standards and procedures

Requirements:

Tertiary or university level education, preferably in finance, business or a related discipline
Rich experience in understanding clients' needs and providing life insurance solutions to clients with exposure to mainland clients, preferably in Banc assurance field
Extensive wealth management and insurance product knowledge and sales capabilities
Insurance related license are required, including Hong Kong Securities and Investment Institute Paper 1,7,8 and Insurance Intermediaries Qualifying Examination Paper 1,2,3,5 and compliance with related Continuing Professional Development (CPD) requirements
A good level of English in reading and writing, fluent Mandarin is required
Excellent communication, interpersonal and motivational skills

Nice to have:

Experience in Banc assurance field
Exposure to mainland clients

What we offer:

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

Additional Information:

Job Posted:
October 10, 2025

Expiration:
October 15, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Mobile Insurance Specialist