HNW Insurance Specialist
HSBC · Kowloon City, Hong Kong +1 · 4mo ago
GCB 5
HSBC Life is a world-class institution where you can specialize in Insurance but enjoy the advantages that come with being part of a leading global international bank. Insurance is about people, and the promises they make.At HSBC Life we help deliver on these promises by providing a wide variety of life insurance products and services to our clients throughout the Asia-Pacific Region. Our Employees enjoy a dynamic and innovative workplace and a world of opportunities to develop their careers in a high-profile growing business segment. We empower our team of high-performing individuals to build skills and explore new experiences to realise the full potential of being part of HSBC.Together we pursue efficient ways of working. We harness the latest data and technology solutions to achieve meaningful outcomes for our clients. The protection we offer creates broad and lasting impact, helping clients to be healthier, more productive and more confident in their futures.
We are currently seeking a high calibre professional to join our team as a HNW Insurance Specialist.
In this role you will:
- Provide specialist, client-facing advice on suitable HSBC Life insurance solutions tailored to the needs of HNW customers.
- Build trusted relationships with HNW customers by understanding their financial objectives, protection needs and broader wealth-planning priorities.
- Partner with RMs to identify opportunities and deliver appropriate insurance solutions that meet customers’ needs.
- Serve as a subject-matter expert, coaching and supporting RM teams on HSBC Life insurance products, propositions and sales practices.
- Lead sales planning and prioritise pipeline activities to support sustainable business growth.
- Collaborate with internal stakeholders to deliver timely outcomes that place customers’ best interests at the centre of decision-making.
- Ensure all regulated activities are conducted in accordance with internal policies, procedures and applicable regulatory requirements.
- Maintain a strong focus on risk management and uphold HSBC Life’s commitment to responsible conduct and high professional standards.
To be successful you will need:
- Bachelor's degree in Business or a related field.
- Strong knowledge of life insurance products, HNW market trends and applicable regulatory requirements.
- Previous experience in the insurance industry, preferably in a client-facing or advisory role.
- Relevant insurance licence, including successful completion of the Insurance Intermediaries Qualifying Examination for Long Term Business—Principles and Practice of Insurance Examination (Paper 1) and Long-Term Insurance Examination (Paper 3), together with compliance with applicable Continuing Professional Development (CPD) requirements.
- Demonstrated track record of driving business growth and developing strategic partnerships.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving capabilities.
- Ability to work effectively both independently and collaboratively within a team.
HSBCLife2026
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
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
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