Senior Manager, Insurance Platform and Solutions, HSBC

HSBC

Location:
Hong Kong, Central

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Hang Seng's Investments and Wealth Solutions offers a full spectrum of wealth products and services to our Wealth and Personal Banking customers, from high-net-worth to mass segments across channels to capture opportunity under different market scenarios. We play a distributor role to source investment and insurance products from service providers, manage the product due diligence and onboarding, as well as client journey design and implementation. We distribute investment funds managed by top tier fund managers covering different types of funds, across regions and asset classes. A wide range of structured products with underlying linked to equities, FX rates, interest rates, investment funds, etc. are offered for investors to pursue different investment objectives. We also offer fixed income instruments and certificates of deposit to customers who look for regular coupon payment. Besides, we have securities services covering exchange traded equities in local and overseas markets offered through a wide variety of trading channels. Margin trading services covering FX and securities, and investment financing service provides extra liquidity and purchasing power to cater for investment needs from sophisticated investors.

Job Responsibility:

Manage the insurance proposition development, delivery and sales journey development are delivered to meet the insurance needs of our customers
Collaborate with HSIC, external partners distribution channels, 2LoD and other stakeholders on the management of sales journey, process and controls to ensure robust risk controls when distributing the products in accordance to regulatory and internal requirements and policies
Manage insurance distribution initiatives such as process streamlining and system enhancements to improve frontline and client experience
Oversee and monitor the effectiveness of insurance product distribution training and frontline communications

Requirements:

University degree preferably in Business Administration, Finance, Economics, Insurance or related discipline
Minimum 8-10 years of experience in banking / insurance industry, with 3 years or above business or product management role at senior level preferred
Demonstrated track record in product and sales journey management, implementation and oversight of policy and governance frameworks, procedures, practices
Result-oriented with strong leadership and communication skills, demonstrating capability in leading team to inspire and engage people at all levels and effect change to regulatory update
Language proficiency in English, Cantonese and Putonghua
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:
June 10, 2025

Expiration:
December 31, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Senior Manager, Insurance Platform and Solutions