Mobile Insurance Specialist - Wealth & Personal Banking

Some careers have more impact 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.

Wealth and Personal Banking (WPB) 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. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking 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 a Mobile Insurance Specialist.

Principal Responsibilities

• 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
• Remark : Multiple work locations available across branches in Hong Kong, Kowloon, and New Territories

Requirements

You'll achieve more when you join HSBC.

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Issued by The Hongkong and Shanghai Banking Corporation Limited.