HNW Insurance Specialist

HSBC; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

HSBC Life is seeking a high-calibre professional to join our team as a HNW Insurance Specialist. You will provide specialist, client-facing advice on HSBC Life insurance solutions tailored to high-net-worth customers and build trusted relationships by understanding their wealth-planning objectives.

Collaborate with Relationship Managers to identify opportunities, deliver suitable insurance products, and coach RM teams on products, sales practices, and regulatory requirements.

Qualifications

• Bachelor's degree in Business or a related field.
• Knowledge of life insurance products and HNW market trends.
• Experience in insurance, preferably client-facing or advisory.
• Licence including Insurance Intermediaries CPD requirements.
• Proven ability to grow business and build partnerships.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.

Responsibilities

• Provide specialist, client-facing advice on HSBC Life solutions for HNW clients.
• Build trusted relationships by understanding financial objectives and wealth-planning needs.
• Partner with RMs to identify opportunities and deliver insurance solutions.
• Coach RM teams on HSBC Life products, propositions and sales practices.
• Lead sales planning and manage pipeline for sustainable growth.
• Collaborate with stakeholders to deliver timely customer-centric outcomes.
• Ensure all activities comply with regulatory requirements and internal policies.

Skills

Insurance knowledge

Client-facing

Business acumen

Communication skills

Analytical thinking

Teamwork

Education

Bachelor's degree in Business or related field

Job description

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.

Founded in 1865, HSBC is one of the world’s largest banking and financial services organisations.

Our purpose – Opening up a world of opportunity – explains why we exist. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors and our communities.

Whether people are looking for a first job or taking the next step in career, we offer many ways for them to realise their ambitions.

Founded in 1865, HSBC is one of the world’s largest banking and financial services organisations.

Our purpose – Opening up a world of opportunity – explains why we exist. We’re here to use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors and our communities.

Whether people are looking for a first job or taking the next step in career, we offer many ways for them to realise their ambitions.

What can I earn as an Insurance Specialist