Associate Director, Insurance Advisory 1

HSBC Holdings plc; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

HSBC Holdings plc in Hong Kong seeks an Associate Director, Insurance Advisory 1 to lead client-focused insurance solutions for high net worth clients. You will drive sales with RMs, manage sales planning, and train staff on insurance expertise while coordinating with brokers and ensuring regulatory compliance.

The role requires substantial experience in life insurance products, wealth planning, and strong communication in English and Mandarin, with the ability to handle multiple projects under

Qualifications

• Insurance licensed with 5–10 years of sales experience, preferably in High Net Worth Market.
• Broad knowledge in life insurance products including whole of life, universal life, savings and PPLI.
• Proven track record in insurance sales.
• Strong business mindset and self-driven.
• Ability to handle ambiguity and multitask on multiple projects.
• Independent and able to work under pressure.
• Client oriented with strong communication and presentation skills.
• Fluency in English and Chinese, including Mandarin.

Responsibilities

• Client facing role to provide specialist advice on HSBC insurance solutions and drive HNW sales across strategic partnerships.
• Drive insurance sales and referral activities with Relationship Managers.
• Manage sales planning and pipeline prioritization activities.
• Act as subject matter expert and provide training to the floor on insurance.

Skills

Insurance licensing

Sales experience

HNW market knowledge

Wealth planning

Mandarin

English proficiency

Communication & presentation

Job description

We are currently seeking a high calibre professional to join our team as Associate Director, Insurance Advisory 1

In this role you will:

• Client facing role to provide specialist advice on appropriate HSBC insurance solutions and drive HNW sales across strategic partnerships
• Drive insurance sales and referral activities together with RMs
• Manage sales planning and pipeline prioritization activities
• Act as subject matter expertise and provide training to the floor on insurance
• Manage insurance brokers to ensure their business productivity and service level
• Ensure the insurance sales and/or referral process and activities are in compliance with both internal and external regulatory requirements

To be successful you will need:

• Insurance licensed with at least 5 -10 years of sales experience, preferably in High Net Worth Market, with knowledge on wealth planning and Trust and PIC holding structures
• Broad knowledge in insurance products, particularly on whole of life, universal life, savings, and private placement life insurance (PPLI)
• Proven track record in insurance sales.
• Strong business mindset and self-driven character
• Dealing with ambiguity – the flexibility to pivot and work on multiple projects simultaneously
• Independent and able to work under pressure
• Client oriented with strong communication and presentation skills
• Fluency in written and verbal English and Chinese is required, including Mandarin.