Outreach Insurance Specialist - Hong Kong Business
HSBC · Kowloon City, Hong Kong +1 · 11mo ago
GCB 6
Some careers open more doors than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Retail Banking and Wealth (RBW) Hong Kong helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. Retail Banking and Wealth has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of retail banking and wealth capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as an Outreach Insurance Specialist.
in this role you will:
- Provide specialist advice on appropriate insurance solutions to ensure the insurance or protection needs of Advance and Mass Market, HSBC Premier Elite or Premier segment are well fulfilled
- Handle individual insurance portfolio to ensure the highest rate of customer satisfaction and persistency
- Establish effective working relationships with other teams within the Branch and other relevant partners that impact client's experience of HSBC in order 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 high level of compliance guidelines and procedures
- Ensure self and team activities follow relevant legal and regulatory requirements and meets HSBC standards and procedures
- Tertiary or university level education, preferably in finance, business or a related field
- Proven experience in life insurance, preferably in Bancassurance 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 1,3,5 and compliance with related Continuing Professional Development (CPD) requirements
- Certified Financial Planner or Certified Financial Marketing Professional accreditation or other relevant qualification an advantage
- Good level of verbal English and Cantonese, with Putonghua preferred
- Excellent communication, interpersonal and motivational skills
- Self-motivated, excellent interpersonal skill
#DISTRIBUTION2026
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks).
Opening up a world of opportunity
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Issued by The Hongkong and Shanghai Banking Corporation Limited.