WEALTH PLANNING SPECIALIST I (WPS I)

HSBC; Macau; On-site; BRL 115,000 - 218,000; Full time

Benefits offered by this job

Professional development opportunities

Flexible working

Inclusive environment

Job summary

A leading global financial institution is seeking a Wealth Planning Specialist in Macau. The role involves providing specialist advice on insurance solutions, managing customer portfolios, and supporting business development. Candidates should possess a university degree and relevant experience in client servicing or distributions. This position offers opportunities for growth within a dynamic work environment.

Qualifications

• University Degree Holder.
• Passed Insurance Intermediaries Qualifying Examination Paper 1, 3 and 5 is preferred.
• Experience in business development or client servicing.
• Strong coaching skills and business acumen.
• Proficient in Microsoft Office.
• Excellent communication and interpersonal skills.
• Fluent in English, Cantonese, and Mandarin.
• Candidates with less relevant experience may be considered for Assistant Wealth Planning Specialist.

Responsibilities

• Provide specialist advice on insurance solutions.
• Support insurance sales journey.
• Manage customer’s insurance portfolio.
• Manage customer’s insurance portfolio to ensure high satisfaction and persistency.
• Observe feedback and provide insights to streamline processes and product solutions.
• Develop business plans with sales leaders and implement assigned strategies.
• Collaborate with Branch Managers to mobilize resources for delivering insurance solutions.
• Promote and enhance HSBC Life and the Bank brand and image.
• Ensure services across branches are benchmarked and of top quality.

Skills

Business development

Client servicing

Insurance knowledge

Coaching skills

Microsoft Office proficiency

Communication skills

Interpersonal skills

Fluent Mandarin

Education

University Degree

Tools

Microsoft Excel

Microsoft Word

Job description

We are currently seeking an experienced professional to join our team in the role of Wealth Planning Specialist.

HSBC Life is a world-class institution where you can specialise 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.

滙豐保險是一家世界一流的機構，您可以在這裡專注於保險，但可以享受成為領先的全球性國際銀行所帶來的優勢。保險關乎人，也關乎他們的承諾。在滙豐保險，我們通過為整個亞太地區的客戶提供各種各樣的人壽保險產品和服務，幫助兌現這些承諾。

Principal Accountabilities

• Provide specialist advice to customers on appropriate insurance solutions and support end to end insurance sales journey in order to ensure the insurance/ protection needs of customers are well fulfilled
  為客戶提供合適保險解決方案的專業建議，及在整個銷售過程提供支援，以確保充分滿足客戶的保險/保護需求
• Identify and capture business opportunity from affinity/ customer referrals by supporting promotion booth / making outbound call.
  透過親緣關係/客戶推薦，及不同渠道如促銷攤位 / 進行電話對外銷售中發掘機會
• Provide referral leads to Macau Branch staffs from identifying customer’s other wealth needs, or onboarding the non-bank customer
  以了解客戶的其他財富需求，或為非銀行客戶提供服務，為澳門分行的工作人員提供轉介
• Manage customer’s insurance portfolio to ensure the highest rate of customer satisfaction and persistency
  管理客戶的保險組合，以確保最高的客戶滿意度和可持續性
• Observe feedback from customers/ working partners and provide insight for streamlining process and coming up with new ideas on product solutions
  觀察客戶 / 工作夥伴的反饋，以提供意見精簡流程並改善產品解決方案
• Developing business plans and formulating business strategies with sales leaders and implement the sales tactics assigned
  與主管一起制定業務計劃並製定業務戰略，執行分配的銷售策略
• Collaborate with Branch Managers to effectively mobilize resources to delivery insurance solution for fulfilling the needs of customers
  與分行經理合作，有效調動資源以提交滿足客戶需求的保險解決方案
• Promoting and enhancing the brand and image of HSBC Life and the Bank
  促進和提升滙豐保險和銀行的品牌和形象
• Ensure that the service delivered by various branches are being benchmarked and are of top quality
  確保對各分行提供的服務進行基準測試，並達到最高質量

Qualifications

• University Degree Holder
  大學學位持有人或同等學歷
• Passed Insurance Intermediaries Qualifying Examination Paper 1, 3 and 5 is preferred
  持有有效保險中介人資格考試卷一、三 和 五
• Experience in business development, client servicing or distribution support within banking or life insurance or other customer servicing industries
  有於銀行或人壽保險從事業務發展，客戶服務, 分銷工作等相關經驗
• Knowledge in Life Insurance Products is preferred
  對人壽保險產品有透徹的了解
• Strong coaching skills and strong business acumen
  敏銳的商業洞察力及有能力輔導團隊
• Solid knowledge in driving and implementing business strategy
  有能力幫助推動與實施企業戰略
• Strong proficiency in Microsoft Office
  熟悉Microsoft Office之操作如EXCEL、WORD等
• Excellent Communications and Interpersonal Skills
  工作主動，具有良好的溝通能力、創新思維，及團隊協作意識
• Fluent in English, Cantonese and Mandarin
  具流利的廣東話、普通話、英文語言能力
• Candidate with less relevant experience may be considered for the position of Assistant Wealth Planning Specialist.
  具備較少相關經驗的候選人，將獲考慮聘任為助理財富策劃顧問

To be considered for this role, the relevant rights to work in Macau are required.

You’ll achieve more when you join HSBC. 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 and 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.